2012 MIDYEAR MEETING€¦ · topics as virtual conferencing, using metrics to chart and measure the...

2012MidyearMeeting

naBe nCBP nCBFJanuary 31 – FeBruary 4, 2012

2012 NABE NCBP NCBF MIDYEAR MEETING 1 NEW ORLEANS

Dear Bar and Foundation Leaders:

We welcome you to New Orleans for the midyear meetings of the National Association of Bar Executives (NABE), the National Con-ference of Bar Presidents (NCBP), and the National Conference of Bar Foundations (NCBF), January 31 through February 4. Within this booklet, you will find the schedule of our jointly sponsored programming as well as those organized separately by our respective organizations. To see all meetings at-a-glance, please turn to pages 4-5.

In addition to meeting jointly with NCBP and NCBF, NABE has collaborated with ACLEA to encourage cross attendance at their respective programs on Tuesday, January 31 and Wednesday, February 1. NABE programming starts in earnest on Wednesday, February 1 with the plenary session, “I Live in the Future & Here’s How it Works,” featuring Nick Bilton, lead technology writer for The New York Times. Fifteen different NABE breakout sessions follow, continuing through Thursday, February 2, addressing such topics as virtual conferencing, using metrics to chart and measure the success of your association, generating non-dues revenue and sponsorships, human resources issues, and much, much more. NABE’s Wednesday Night Event at Pat O’s at Jax Brewery will provide a casual opportunity for networking among bar executive colleagues.

Joint NCBP/NABE/NCBF programming begins on Friday, February 3, with the plenary session “The Three R’s of Disaster Prepared-ness: Recognition, Readiness, Response.” Panelists will share tools to help associations develop continuity plans, plan and implement services that help members prepare for and recover from disaster, and serve as organizational leaders in communities stricken by the unexpected. Following the plenary, officers and staff from bars and foundations will attend two rounds of workshops sponsored by NCBP, NCBF and the Metropolitan Bar Caucus (MBC). Among the topics will be reacting to a presidential term that does not follow the planned script; assisting and retaining new lawyers in the bar association; practical technology tips for bar leaders and members; best practices in local bar involvement in judicial elections; and perfecting the approach to soliciting potential foundation donors.

Following the workshops and the NCBP/NABE/NCBF Joint Luncheon, staff and elected bar leaders will take part in discussions with participants assembled by the ABA Young Lawyers Division and the ABA Diversity Center on ways to increase the return on invest-ment from bar pipeline and leadership development programs, while foundation leaders focus on ways to mobilize board members to raise funds. The MBC will feature its traditional “Beer and Bull Session,” providing a venue for sharing issues of particular interest to leaders of metro area bars. Friday activities will end with an evening reception among New Orleans’ famous majestic parade floats at Mardi Gras World.

On the morning of Saturday, February 4, NCBP programming begins with breakfast roundtables, an address by ABA President William T. Robinson III, updates on issues facing the bar and a roll call of participating bars by region. NCBF will feature a plenary session on marketing plan development for non-profits followed by “Sharing Your Wealth,” a show and tell opportunity for founda-tion leaders to feature their bars’ activities and programs.

We extend our appreciation to our program sponsors. Please be sure to visit them during the meeting sponsor breaks to explore their products and services. We also thank the NABE, NCBP, NCBF and MBC program committees and boards for their efforts to make the midyear meetings a success as well as our hosts in Louisiana who have provided support and guidance.

Finally, thank you for your attendance. We hope that you enjoy the programming and all that New Orleans and Louisiana have to offer.

Sincerely,

Dana J. Collier Smith, NABE President

Frederic S. Ury, NCBP President

Stephen E. Chappelear, NCBF President

2 2012 NABE NCBP NCBF MIDYEAR MEETING NEW ORLEANS

All events will take place at the New Orleans Marriott, 555 Canal Street, New Orleans, LA, 70130, (504) 581-1000, unless otherwise indicated.

Greetings from the Officers of the NABE, NCBP, and NCBF ................................................................................................................................. 1NABE/NCBP/NCBF Midyear Meetings At-a-glance .............................................................................................................................................. 4

NABE .......................................................................................................................................................... 6NABE Sponsors ......................................................................................................................................................................................................... 6NABE Board of Directors Meeting .......................................................................................................................................................................... 7NABE – ACLEA Crossover Collaboration .............................................................................................................................................................. 7NABE Communications Section Executive Council Meeting .............................................................................................................................. 7NABE First-time Attendee Orientation .................................................................................................................................................................. 7NABE Welcome Reception ...................................................................................................................................................................................... 7NABE First-time Attendees’ Dinner ....................................................................................................................................................................... 7NABE Breakfast and Introductions ........................................................................................................................................................................ 7NABE Plenary Session (Welcome to New Orleans) ............................................................................................................................................... 7NABE Plenary Session (I Live in the Future and Here’s How it Works) ............................................................................................................... 7First Session of NABE Concurrent Track Programs .............................................................................................................................................. 8NABE Sponsor Networking Break .......................................................................................................................................................................... 8Second Session of NABE Concurrent Track Programs ......................................................................................................................................... 8NABE General Lunch and Committee/Forum Meeting Opportunity .................................................................................................................. 8NABE Lunch and Discussion for Associate/Assistant Executive Directors ......................................................................................................... 9Third Session of NABE Concurrent Track Programs ............................................................................................................................................. 9NABE Sponsor Networking Break .......................................................................................................................................................................... 9Fourth Session of NABE Concurrent Track Programs .......................................................................................................................................... 9NABE Wednesday Night Reception ...................................................................................................................................................................... 10NABE Breakfasts (General and Section Breakfasts) ............................................................................................................................................ 10Fifth Session of NABE Concurrent Track Programs ........................................................................................................................................... 10NABE Sponsor Networking Break ........................................................................................................................................................................ 11Sixth Session of NABE Concurrent Track Programs ........................................................................................................................................... 11NABE Luncheon and Business Meeting ............................................................................................................................................................... 11NABE First-time Attendees’ Wrap-up Session ..................................................................................................................................................... 11 Foreign Lawyers and Cross-border Forum .......................................................................................................................................................... 11NABE Program Committee Meeting .................................................................................................................................................................... 11NABE Board of Directors and Program Committee Rosters .............................................................................................................................. 12NABE Committee, Forum, and Section Leadership Rosters ............................................................................................................................... 12NABE Past Presidents ............................................................................................................................................................................................ 13NABE Bolton, President’s and Peer Excellence Award Recipients ...................................................................................................................... 14

NCBP ........................................................................................................................................................ 15NCBP Sponsors ...................................................................................................................................................................................................... 15NCBP Committee Meetings .................................................................................................................................................................................. 16NCBP Executive Council Meeting ........................................................................................................................................................................ 16Metropolitan Bar Caucus Executive Committee Meeting ................................................................................................................................... 16Metropolitan Bar Caucus Welcome Reception .................................................................................................................................................... 16Metropolitan Bar Caucus Executive Committee Dinner .................................................................................................................................... 16NCBP Executive Council, Council Alumni and NCBP Past Presidents Dinner ................................................................................................ 16Breakfast and Joint Meeting of the NCBP, NABE, and NCBF (Welcome) .......................................................................................................... 16NCBP/NABE/NCBF Joint Plenary Session (The Three R’s of Disaster Preparedness) ...................................................................................... 16First Session of NCBP/NABE/NCBF Joint Concurrent Workshops .................................................................................................................... 17NCBP Sponsor Appreciation and Networking Break .......................................................................................................................................... 18


Second Session of NCBP/NABE/NCBF Joint Concurrent Workshops ............................................................................................................... 18NCBP/NABE/NCBF Joint Awards Luncheon ....................................................................................................................................................... 19NCBP Sponsor Appreciation and Networking Break .......................................................................................................................................... 19Roundtable Discussion: Greater ROI on Pipeline and Leadership Development Programs ........................................................................... 19Metropolitan Bar Caucus Beer and Bull Session ................................................................................................................................................. 19NCBP/NABE/NCBF Joint Reception .................................................................................................................................................................... 19Metropolitan Bar Caucus Executive Committee Meeting ................................................................................................................................... 19NCBP Breakfast and Roundtables ........................................................................................................................................................................ 19 NCBP Plenary Session (ABA President Speaks) .................................................................................................................................................. 19NCBP Plenary Session (Rapid Fire Bytes: News You Can Use) ......................................................................................................................... 19NCBP Plenary Session (Hot! Hot! Hot! Tips on Hot! Hot! Hot! Topics) ............................................................................................................ 19NCBP Plenary Session (Roll Call of the State and Local Bars) ........................................................................................................................... 20NCBP Executive Council Roster ........................................................................................................................................................................... 20NCBP Committee Rosters ..................................................................................................................................................................................... 21NCBP Organizational Members ........................................................................................................................................................................... 22NCBP Special Membership Categories ................................................................................................................................................................. 24NCBP Past Presidents and Fellows Award Recipients ......................................................................................................................................... 25MBC Executive Committee ................................................................................................................................................................................... 26MBC Past Presidents .............................................................................................................................................................................................. 26

NCBF ........................................................................................................................................................ 27NCBF Sponsor Acknowledgement ....................................................................................................................................................................... 27NCBF Board of Trustees Meeting ......................................................................................................................................................................... 27NCBF Thursday Night Dinner .............................................................................................................................................................................. 27Breakfast and Joint Meeting of the NCBP, NABE, and NCBF (Welcome) .......................................................................................................... 27NCBP/NABE/NCBF Joint Plenary Session (The Three R’s of Disaster Preparedness) ...................................................................................... 27Joint Workshop 5A – Anatomy of “The Ask” ....................................................................................................................................................... 28NCBP Sponsor Appreciation and Networking Break .......................................................................................................................................... 28Joint Workshop 5B – Fundraising House Parties ................................................................................................................................................ 28NCBP/NABE/NCBF Joint Awards Luncheon ....................................................................................................................................................... 28NCBP Sponsor Appreciation and Networking Break .......................................................................................................................................... 28Mobilize Your Board to Raise More Money ......................................................................................................................................................... 28NCBP/NABE/NCBF Joint Reception .................................................................................................................................................................... 28NCBF Breakfast and Membership Meeting ......................................................................................................................................................... 28NCBF Plenary Session (Award Presentation) ...................................................................................................................................................... 28NCBF Plenary Session (Marketing for Nonprofits: Making Lasting Impressions) .......................................................................................... 28NCBF Plenary Session (Sharing Your Wealth – It’s Show and Tell Time) .......................................................................................................... 29NCBF Board of Trustees, Past Presidents and Trustees Emeritus ...................................................................................................................... 30NCBF Award Recipients ........................................................................................................................................................................................ 31

ABA Division for Bar Services Staff ...................................................................................................................................................................... 32 Future Meeting Dates ............................................................................................................................................................................................ 32


TuESDAY JANuARY 31, 2012

WEDNESDAYFEBRuARY 1, 2012

ThuRSDAYFEBRuARY 2, 2012

8:30 a.m. – 3:00 p.m.NABE Board of Directors MeetingNapoleon, 41st Floor

1:45 p.m. – 5:15 p.m.NABE - ACLEA Crossover CollaborationAstor Crowne Plaza,731 Canal Street Grand Gallery

3:30 p.m. – 6:00 p.m.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor

3:30 p.m. – 5:00 p.m.NABE Communications Section Executive Council MeetingLafayette, 41st Floor

4:30 p.m. – 5:30 p.m.Orientation for NABE First-time MeetingAttendeesSt. Charles, 41st Floor

6:00 p.m. – 7:00 p.m.NABE Welcome ReceptionMardi Gras Ballroom, Salon D, 3rd Floor

7:30 p.m. – 10:00 p.m.NABE First-time Attendees’ Dinner Arnaud’s, 813 Rue Bienville(504) 523-5433

7:00 a.m. – 4:45 p.m.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor

7:45 a.m. – 8:50 a.m.NABE Breakfast and Introductions Bissonet, 3rd Floor

8:55 a.m. – 9:00 a.m.NABE – Welcome to New OrleansCarondelet, 3rd Floor

9:00 a.m. – 10:00 a.m.NABE Plenary Session:I Live in the Future & Here’s How it Works Carondelet, 3rd Floor

10:00 a.m. – 11:00 a.m.First Session of NABE Concurrent Track Programming

11:00 a.m. – 11:30 a.m.NABE Sponsor Networking BreakAcadia, 3rd Floor

11:30 a.m. – 12:30 p.m.Second Session of NABE Concurrent Track Programs

12:30 p.m. – 1:30 p.m.NABE General Lunch and Committee/Forum Meeting OpportunityBissonet, 3rd Floor

12:30 p.m. – 1:30 p.m.NABE Lunch and Discussion for Associate and Assistant Executive DirectorsNapoleon, 41st Floor

1:30 p.m. – 1:45 p.m.Transfer Break

1:45 p.m. – 2:45 p.m.Third Session of NABE Concurrent Track Programs

2:45 p.m. – 3:15 p.m.NABE Sponsor Networking BreakAcadia, 3rd Floor

3:15 p.m. – 4:15 p.m.Fourth Session of NABE Concurrent Track Programs

6:00 p.m. – 9:00 p.m.NABE Wednesday Night ReceptionPat O’s on the River, Jax Brewery600 Decatur St., 3rd Floor(504) 582-6916

NABE7:00 A.M. – 5:30 P.M.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor

8:30 A.M. – 9:30 A.M.NABE Breakfasts

General BreakfastBissonet, 3rd FloorAdministration & Finance Section BreakfastSt. Charles, 41st FloorInformation Technology Section BreakfastLafayette, 41st FloorCommunications Section BreakfastNapoleon, 41st Floor

9:30 A.M. – 9:45 A.M.Transfer Break

9:45 A.M. – 10:45 A.M.Fifth Session of NABE Concurrent Track Programs

10:45 A.M. – 11:15 A.M.NABE Sponsor Networking BreakAcadia, 3rd Floor

11:15 A.M. – 12:15 P.M.Sixth Session of NABE Concurrent Track Programs

12:15 P.M. – 12:30 P.M.Transfer Break

12:30 P.M. – 1:45 P.M.Luncheon and Business Meeting Bissonet, 3rd Floor

1:45 P.M. – 2:45 P.M.NABE First-time Attendees’ Wrap-up SessionMardi Gras Ballroom, Salons A/B/C, 3rd Floor

2:30 P.M. – 4:00 P.M.Foreign Lawyers and Cross-border Forum: Open Borders, Open Issues Balcony J/K, 4th Floor

2:30 P.M. – 5:00 P.M.NABE Program Committee MeetingBalcony N, 4th Floor

NCBP7:00 a.m. – 5:30 p.m.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor

7:30 a.m. – 9:00 a.m.NCBP Finance & Investment Committee MeetingBonaparte, 4th Floor

8:00 a.m. – 9:00 a.m.NCBP Sponsorship Committee MeetingRegent, 4th Floor

9:00 a.m. – 10:00 a.m.NCBP Membership Committee MeetingIberville, 4th Floor

9:00 a.m. – 10:00 a.m.NCBP Diversity Committee MeetingRegent, 4th Floor

10:00 a.m. – 11:30 a.m.NCBP Communications Committee MeetingBacchus, 4th Floor

10:00 a.m. – 1:00 p.m.NCBP Program Committee MeetingIberville, 4th Floor

1:00 p.m. – 5:00 p.m.NCBP Executive Council MeetingSt. Charles, 41st Floor

1:30 p.m. – 4:30 p.m.Metropolitan Bar Caucus Executive Committee MeetingBonaparte, 4th Floor

5:00 p.m. – 6:30 p.m.Metropolitan Bar Caucus Welcome ReceptionArnaud’s (Creole Cottage), 813 Rue Bienville(504) 523-5433

7:00 p.m. – 10:00 p.m.Metropolitan Bar Caucus Executive Committee DinnerArnaud’s (Bourbon Suite), 813 Rue Bienville(504) 523-5433

7:00 p.m. – 10:00 p.m.NCBP Executive Council, Council Alumni and NCBP Past Presidents DinnerAntoine’s Restaurant, 713 Rue Saint Louis(504) 581-4422

NCBF7:00 a.m. – 5:30 p.m.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor

1:30 p.m. – 3:00 p.m.NCBF Board of Trustees MeetingRegent, 4th Floor

7:00 p.m. – 9:00 p.m.NCBF Thursday Night DinnerAntoine’s Restaurant, 713 Rue Saint Louis (between Bourbon and Royal Street)(504) 581-4422

NABE/NCBP/NCBF Midyear Meeting At-A-Glance


SATuRDAYFEBRuARY 4, 2012

FRIDAYFEBRuARY 3, 2012

NCBP

7:00 a.m. – 11:30 a.m.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor

8:00 a.m. – 9:00 a.m.Metropolitan Bar Caucus Executive Committee MeetingBalcony N, 4th Floor

8:00 a.m. – 9:15 a.m.NCBP Breakfast RoundtablesAcadia Ballroom, 3rd Floor

9:15 a.m. – 11:30 a.m.NCBP Plenary SessionAcadia Ballroom, 3rd Floor

9:15 a.m. – 9:30 a.m.ABA President Speaks

9:30 a.m. – 10:00 a.m.Rapid Fire Bytes: News You Can Use

10:00 a.m. – 10:20 a.m.Hot! Hot! Hot! Tips on Hot! Hot! Hot! Topics

10:20 a.m. – 11:20 a.m.Roll Call of State and Local Bars

11:20 a.m. – 11:30 a.m.Final Remarks and Adjourn

NCBF6:45 a.m. – 5:00 p.m.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor

7:30 a.m. – 9:45 a.m.Continental Breakfast and Joint Meeting of the National Conference of Bar Presidents, the National Association of Bar Executives and the National Conference of Bar FoundationsCarondelet, 3rd Floor

7:30 a.m. – 8:45 a.m.Breakfast and Welcome

8:45 a.m. – 9:45 a.m.Plenary Session

9:45 a.m. – 9:55 a.m.Transfer Break

9:55 a.m. – 10:55 a.m.First Session of Joint Concurrent Workshops(For workshops 1A - 4A, please see NCBP section of this program booklet.)

Joint Workshop 5A – Anatomy of “The Ask”Balcony N, 4th Floor

10:55 a.m. – 11:25 a.m.NCBP Sponsor Appreciation and Networking BreakAcadia Ballroom, 3rd Floor

11:25 a.m. – 12:25 p.m.Second Session of Joint Concurrent Workshops(For workshops 1B – 4B, please see NCBP section of this program booklet.)

Joint Workshop 5B – Fundraising House Parties Balcony N, 4th Floor

12:25 p.m. – 1:35 p.m.NCBP/NABE/NCBF Joint Awards LuncheonCarondelet Ballroom, 3rd Floor

1:35 p.m. – 1:55 p.m.NCBP Sponsor Appreciation and Networking BreakAcadia Ballroom, 3rd Floor

2:00 p.m. – 4:00p.m.Mobilize Your Board to Raise More Money Balcony N, 4th Floor

5:30 p.m. – 7:30 p.m.NCBP/NABE/NCBF Joint ReceptionMardi Gras World, 1380 Port of New Orleans Place(888) 492-0650(See program booklet for ticket information.)

NCBP6:45 a.m. – 5:00 p.m.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor

7:30 a.m. – 9:45 a.m.Continental Breakfast and Joint Meeting of the National Conference of Bar Presidents, the National Association of Bar Executives and the National Conference of Bar FoundationsCarondelet, 3rd Floor

7:30 a.m. – 8:45 a.m.Breakfast and Welcome

8:45 a.m. – 9:45 a.m.Plenary Session

9:45 a.m. – 9:55 a.m.Transfer Break

9:55 a.m. – 10:55 a.m.First Session of Joint Concurrent Workshops (See NCBP section of this booklet for descriptions.)

10:55 a.m. – 11:25 a.m.NCBP Sponsor Appreciation and Networking BreakAcadia Ballroom, 3rd Floor

11:25 a.m. – 12:25 p.m.Second Session of Joint Concurrent Workshops (See NCBP section of this booklet for descriptions.)

12:25 p.m. – 1:35 p.m.NCBP/NABE/NCBF Joint Awards LuncheonCarondelet Ballroom, 3rd Floor

1:35 p.m. – 1:55 p.m.NCBP Sponsor Appreciation and Networking BreakAcadia Ballroom, 3rd Floor

1:55 p.m. – 2:05 p.m.Transfer Break

2:05 p.m. – 4:00 p.m.Roundtable DiscussionsBissonet 3rd Floor

4:00 p.m. – 5:00 p.m.Metropolitan Bar Caucus Beer and Bull SessionMardi Gras Ballroom, Salon D, 3rd Floor

5:30 p.m. – 7:30 p.m.NCBP/NABE/NCBF Joint ReceptionMardi Gras World, 1380 Port of New Orleans Place(888) 492-0650

NCBF

7:00 a.m. – 11:30 a.m.NABE/NCBP/NCBF Joint Registration

All Saturday functions for NCBF will take place in Mardi Gras Ballroom, Salon A/B, 3rd Floor

8:00 a.m. – 9:00 a.m.NCBF Breakfast and Membership Meeting

9:00 a.m. – 11:30 a.m.NCBF Plenary Session

9:00 a.m. – 9:20 a.m. NCBF Award Presentation

9:20 a.m. – 10:05 a.m.Marketing for Non-Profits: Making Lasting Impressions

10:05 a.m. – 10:15 a.m.Break

10:15 a.m. – 11:30 a.m.Sharing Your Wealth – It’s Show and Tell Time!

11:30 a.m.Adjourn

NABE/NCBP/NCBF Midyear Meeting At-A-Glance

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PLATINUM

LexisNexisDianne McClintock Callahan, Director, Associations Marketing2935 Summitop Road NEMarietta, GA 30066(888) [email protected] Lunch, Cyber Café, Hotel Keys

GOLD

ABA Retirement Funds ProgramMichael Moniz, Assistant Vice President, Sales and MarketingP.O. Box 5142Boston, MA 02206(800) 826-8901michael.moniz@abaretirement.comwww.abaretirement.comFlash Drives and Thursday Breakfast

LawPayAmy Porter, CEO6200 Bridgepoint ParkwayBuilding 4, Suite 200Austin, TX 78730(512) [email protected] Night Reception

SILVER

AffiniscapeAdam Weedman, President and Founder6200 Bridge Point Parkway Building Four, Suite 200 Austin, TX 78730(512) [email protected] Website

Association Benefits International (ABI)James (Jim) E. Powell, President235 Apollo Beach Boulevard, Suite 102Apollo Beach, FL 33572(813) [email protected] Welcome Reception

BRONZE

ALPSChristine Blackstun, Director of Educational ServicesP.O. Box 9169Missoula, MT 59807(800) [email protected]

CalSurance AssociatesWilliam Klein, Account Executive681 South Parker St., Suite 300Orange, CA 92868(714) [email protected]

CorevaultJeff Cato, Vice President of Marketing13900 N. PortlandOklahoma City, OK 73134(405) [email protected]

Florida Coastal School of LawKimberly Reid, CounselorCareer Services Department8787 Baypine RoadJacksonville, FL 32256(904) [email protected]

GEICODeedre Daniel, Director of Partnership MarketingOne GEICO PlazaWashington, D.C., 20076(301) [email protected]

Gilsbar Inc.Hank Miltenberger, President2100 Covington CenterCovington, LA 70433(985) [email protected]

NABE ThANkS OuR SPONSORS FOR ThEIR GENEROuS SuPPORT.

GoNextScott Fischberg, Senior Director of Sales8000 West 78th Street, Suite 245Minneapolis, MN 55439(612) [email protected]

Meridian OneNicholas Tovar, Director of Sales5775 General Washington DriveAlexandria, VA 22312(708) [email protected]

OmnipressPaul Wehking, Vice President of Strategic Accounts2600 Anderson StreetMadison, WI 53704(800) 828-0305 [email protected]

RCL PortraitsVickie Marshall, Director of Marketing15400 Stroup Circle900 R.R. 620S. C-101Austin, TX 78734(888) [email protected]

UsLegal, Inc. – Formspass Legal Forms LibraryCraig Miller, Director of Formspass2370 Flowood DriveFlowood, MS 39047(601) 896-0180, ext. [email protected]

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TuESDAY, JANuARY 31, 2012

8:30 A.M. – 3:00 P.M.NABE Board of Directors MeetingNapoleon, 41st Floor

1:45 P.M. – 5:15 P.M.NABE - ACLEA Crossover Collaboration!Astor Crowne Plaza, 731 Canal Street, Grand GalleryNABE & ACLEA have joined forces to present a joint programming opportunity for their New Orleans Midyear Meeting attendees. NABE members are encouraged to attend ACLEA workshops (Best Practices in Working with Boards; and What CLE Professionals Can Learn from Practice Management Advisors) and it’s closing plenary, Future of the Legal Profession. Just check in at the ACLEA onsite reg-istration desk to attend these sessions and to receive room locations. Likewise, ACLEA members are being encouraged to attend NABE Wednesday morning opening plenary and track programming. It’s a WIN-WIN collaboration. Visit www.ACLEA.org for more detailed information on ACLEA programming and speakers.

3:30 P.M. – 6:00 P.M.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor

3:30 P.M. – 5:00 P.M.NABE Communications Section Executive Council MeetingLafayette, 41st Floor

4:30 P.M. – 5:30 P.M.Orientation for NABE First-time Meeting AttendeesSt. Charles, 41st Floor

6:00 P.M. – 7:00 P.M.Welcome ReceptionMardi Gras Ballroom, Salon D, 3rd FloorGet your Nawlins mojo workin’ at this casual reception featuring con-versation with colleagues and local libations and cuisine…just what the doctor ordered to release the tension created by a long day’s journey. See you there! Sponsored by ABI

7:30 P.M. – 10:00 P.M.NABE First-time Attendees’ Dinner Arnaud’s, 813 Rue Bienville, (504) 523-5433 After the Welcome Reception, the NABE Board of Directors is pleased to host first-time NABE meeting attendees for a special dinner in their honor at Arnaud’s Restaurant, one of New Orleans’ most famous and historic dining establishments.

WEDNESDAY, FEBRuARY 1, 2012

7:00 A.M. – 4:45 P.M.NABE/NCBP/NCBF Joint Registration(Registration will be closed for lunch from 12:40 p.m. – 1:25 p.m.)Acadia Foyer, 3rd Floor

7:45 A.M. – 8:50 A.M.NABE Breakfast and Introductions of First-time Attendees and SponsorsBissonet, 3rd FloorEnjoy a continental breakfast with your fellow bar executives before The Big Easy and All That Jazz, a brief commentary on New Orleans history and culture sure to pique your interest in the Crescent City. First-time meeting attendees and our meeting sponsors will be intro-duced before you head off to the opening plenary session. SPEAkERS

Dana Collier Smith, Denver, CO, NABE President and Assistant Executive Director, Colorado Bar AssociationLoretta Larsen, New Orleans, LA, Executive Director, Louisiana State Bar AssociationE. Phelps Gay, New Orleans, LA, Past President, Louisiana State Bar AssociationCarrie Sherman, Phoenix, AZ, NABE Membership Committee Chair and Director, Executive Projects, State Bar of ArizonaBrant Bittner, Orlando, FL, NABE Sponsorship Committee Chair and Executive Director, Orange County Bar Association 8:55 A.M. – 9:00 A.M.NABE – Welcome to New OrleansCarondelet, 3rd FloorSPEAkERS

Dana Collier Smith, Denver, CO, NABE President and Assistant Executive Director, Colorado Bar AssociationHelen D. McDonald, Providence, RI, NABE Program Committee Chair and Executive Director, Rhode Island Bar Association

9:00 A.M. – 10:00 A.M.NABE Plenary Session: I Live in the Future & Here’s How It Works Carondelet, 3rd FloorThe Midyear Meeting opens with a plenary session relevant to execu-tives from all bar associations (voluntary and mandatory) who are looking to attract and retain lawyer-members, and communicate with them more effectively now and in the future. Author Nick Bilton is the lead technology writer for The New York Times Bits Blog and a reporter for the newspaper. His background spans design, user interface, journalism, hardware hacking and more. Bilton’s new book, I Live in the Future & Here’s How It Works: Why Your World, Work, and Brain Are Being Creatively Disrupted, explores the affect our byte-sized culture is having on our brains — looking at key research taking place in neuro-science and memory labs around the world.PRESENTER

Nick Bilton, San Francisco, CA, Lead Technology Writer/Reporter, Bits Blog, The New York Times

NABE 2012 MIDYEAR MEETING

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Sponsored by the NABE Administration & Finance Section and the NABE Communications Section

10:00 A.M. – 11:00 A.M.First Session of NABE Concurrent Track Programming

Track Program 1A: Virtual Conferencing – Using Video Technology to Bring Seminars, Meetings and Other Bar Association Events to Your Members La Galerie 6, 2nd FloorExperienced bar staff will demonstrate tips and techniques on how bar associations large and small can use video technology to expand members’ participation in CLE, section meetings and other bar events from the comfort and convenience of their home or office. To enhance the presentation of this program, two speakers will virtually participate from a remote location using equipment and technology that is easy to use – and is extremely affordable!SPEAkERS

Peter H. Berge, St. Paul, MN, Web Education Director, Minnesota CLEElyse Farnsworth, Minneapolis, MN, Director, Section Services, Min-nesota State Bar AssociationMike Trittipo, Minneapolis, MN, Director, Technology, Minnesota State Bar Association

Track Program 1B: Google Earth for Your Association Balcony J/K, 4th FloorMapping the success of your organization through metrics for programs and events, including when to sunset and when to invest and expand. Small group discussions led by experienced NABE members will focus on strategies for measuring member expectations, ownership, and what you can truly change, and how to communicate the successes of your associa-tion to your membership. Participants will gain insight through discus-sions of effective strategies for meeting the expectations of your members. SPEAkERS

Sam Clinch, Omaha, NE, Associate Executive Director, Nebraska State Bar AssociationDonnie Long, Akron, OH, Executive Director, Akron Bar AssociationLisa McPherson, Cincinnati, OH, Membership Services Coordinator, Cincinnati Bar AssociationCarolyn B. Witt, New Haven, CT, Executive Director, New Haven County Bar Association

Track Program 1C: Leading the Seasoned “Krewe”: Strategies for New, Nearly New or Aspiring Bar ExecutivesBalcony L/M, 4th FloorAlthough their experience can be invaluable to new bar executives, stepping in to lead a staff of “old timers” can have some unique chal-lenges. This insightful session will offer tips and strategies for success-fully transitioning into an association with long-tenured staff members.PRESENTER

Christel Slaughter, PhD., Baton Rouge, LA, Partner, SSA Consultants

11:00 A.M. – 11:30 A.M.NABE Sponsor Networking BreakAcadia, 3rd FloorThanks to our generous sponsors, NABE is able to offer quality

programming at a reasonable fee. Please stop by to say thanks to all our sponsors and to be entered into a drawing for a raffle prize which will be given at the end of this break. Winner must be present.

11:30 A.M. – 12:30 P.M.Second Session of NABE Concurrent Track Programs

Track Program 2A: Partnership and Practical Tips - Opportunities to Identify Program Partnership Resources Focused on Law Practice Management Balcony J/K, 4th FloorLooking for partnership strategies and ideas that are cost-effective and creative? Many professional organizations provide free or low cost resources for attorneys and staff members that can be used with our members. There are also organizations with which it just makes sense to partner in order to share expertise and resources. The session will include a review of successful partnerships that produced both program-ming and resources for our members followed by a small group discus-sion offering dynamic take away ideas for implementation. PRESENTER

Mary Lynn Wagner, Cincinnati, OH, Director of Information Resourc-es, Keating, Muething, Klekamp PLL

Track Program 2B: Beyond the Listserver — New Member-to-Member Collaboration ToolsLa Galerie 6, 2nd FloorAssociations, including a few bar associations, are using a new generation of collaboration technology to create social networks for their members. Can — should — your bar be its own Facebook? What are the opportuni-ties and challenges? This session will give you the opportunity to look at what others within and beyond the bar community are doing.SPEAkERS

Jeff Manning, Columbia, SC, Marketing Coordinator, South Carolina Bar Joshua D. Paul, Alexandria, VA, Director, Marketing & Strategy, So-cious, Inc.

Track Program 2C: Filling the Financial Gaps – Non-Dues Revenue and Sponsorships Balcony L/M, 4th FloorJoin this session to learn how to beef up your bar association revenue without raising dues. This session will be presented by the current chair and immediate past chair of the NABE Sponsorship Committee.SPEAkERS

Brant Bittner, Orlando, FL, Executive Director, Orange County Bar AssociationDavid Bohm, Cary, NC, Assistant Executive Director, North Carolina Bar Association

12:30 P.M. – 1:30 P.M.NABE General Lunch and Committee/Forum Meeting OpportunityBissonet, 3rd FloorIf you serve on a committee or participate in a forum, check the marked reserved tables to see if your committee or forum is meeting. Otherwise, find a seat amongst some colleagues at any unmarked table and create your own dialogue on bar-related issues during this informal lunch.

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12:30 P.M. – 1:30 P.M.Lunch and Discussion for Associate and Assistant Executive DirectorsNapoleon, 41st Floor


1:45 P.M. – 2:45 P.M.Third Session of NABE Concurrent Track Programs

Track Program 3A: HR 201: Beyond the BasicsBalcony J/K, 4th FloorSidestep potential legal hot spots and boost productivity at the same time. Topics include: important legal updates to employee hand-books; creative flex time programs and the policies to go with them; and social media pitfalls and policies for your office. SPEAkERS

Kim M. Boyle, New Orleans, LA, Partner, Phelps Dunbar LLCAshley Mills, Cary, NC, Human Resources Director, North Carolina Bar Association

Track Program 3B: Green with Envy? Your Bar Should BeBalcony L/M, 4th FloorDid you know that your bar association can play a critical role raising awareness within its membership about sustainability? Has your bar association assessed its carbon footprint and begun implementing energy, paper and other resource-conservation measures, and sav-ing a few dollars along the way? How can your bar actively support discussions about the law, sustainability, and the rights of future generations? From assessment to implementation, discussion to engagement, hear about the experiences, plans, and actions of other bar associations successfully promoting sustainability.MODERATOR

Rodney Wegener, Tigard, OR, Chief Financial Officer, Oregon State BarPANELISTS

Jennifer K. Berg, Oakland, CA, Sustainable Practice Leader, North-gate Environmental Management, IncMichelle Slater, Portland, OR, Business Attorney, Chair, Sustainable Future Section, Oregon State Bar Sylvia Stevens, Tigard, OR, Executive Director, Oregon State Bar

Track Program 3C: You(Tube) Can Be A Broadcaster La Galerie 6, 2nd FloorLegislative reports, author teasers for publications, presidential welcomes — video is everywhere on the bar-association web. Find out how bars large and small are using video to reach out to members and other audiences and how you can do it, too.SPEAkERS

Stephanie Beougher, Columbus, OH, Communications & Online Media Associate, Ohio State Bar AssociationRick DeBruhl, Phoenix, AZ, Chief Communications Officer, State Bar of ArizonaRussell Rawlings, Cary, NC, Director of Communications, North Carolina Bar Association

2:45 P.M. – 3:15 P.M.NABE Sponsor Networking BreakAcadia, 3rd FloorQuench your thirst…for knowledge and cold beverages and a light afternoon snack at our sponsor networking break.

3:15 P.M. – 4:15 P.M.Fourth Session of NABE Concurrent Track Programs

Track Program 4A: Gee, I Didn’t Know It Could Do That! Using Your Mobile Device Effectively Back by popular demand! Join us for hands-on learning about your specific mobile platform…three mini breakouts for Apple, Android and Blackberry smartphones, pads and tablets. Don’t forget to bring your device!FACILITATORS

APPLELa Galerie 5, 2nd FloorJim Calloway, Oklahoma City, OK, Director, Practice Management Assistance Programs, Oklahoma Bar AssociationJeffrey E. Richardson, New Orleans, LA, Attorney, Adams and Reese LLPANDROIDLa Galerie 4, 2nd FloorNerino Petro, Madison, WI, Practice Management Advisor, State Bar of Wisconsin BLACKBERRYLa Galerie 6, 2nd FloorDan Pinnington, Toronto, ON, Director, practicePro, Lawyers’ Professional Indemnity Company (LawPRO)

Track Program 4B: Building Bridges: Collaborative Success StoriesBalcony J/K, 4th FloorThe association environment is rapidly changing, but it is still all about relationships. Learn how adopting a collaborative effort can en-able state, local and specialty bars to increase their effectiveness and relevance, while increasing member outreach. SPEAkERS

Mary Loewenguth, Rochester, NY, Executive Director, Monroe County Bar AssociationCarol Madeja, Los Angeles, CA, Director, Bar Relations Outreach, State Bar of CaliforniaDuane Stanley, Minneapolis, MN, Assistant Executive Director, Hennepin County Bar Association

Track Program 4C: Turning the PageBalcony L/M, 4th FloorAs bar executives, we need to continuously innovate and find new ideas to improve our departments and organizations. For many of us, our best ideas and motivation comes from the books we read that open our minds and stretch our horizons. In this innovative session, you will hear from 10 of your colleagues for 6 minutes each on the single recent book that has had the biggest impact on their thinking and their careers. MODERATOR

Erik Mazzone, Cary, NC, Director, Law Office Management As-sistance Program

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PANELISTS

David Bohm, Cary, NC, Assistant Executive Director, North Caro-lina Bar AssociationGeorge Brown, Madison, WI, Executive Director, State Bar of WisconsinErin Cleghorn, Cary, NC, Membership Director, North Carolina Bar AssociationElizabeth Derrico, Chicago, IL, Associate Director, ABA Division for Bar ServicesTim Groshens, Minneapolis, MN, Executive Director, Minnesota State Bar AssociationKaren Hutchins, Little Rock, AR, Executive Director, Arkansas Bar AssociationLeah Johnson, Columbia, SC, Assistant Executive Director, South Carolina BarJeannine McCoy, Concord, NH, Executive Director, New Hamp-shire Bar AssociationKevin Ryan, Montpelier, VT, Director of Education and Communi-cation, Vermont Bar AssociationWhitney von Haam, Cary, NC, Executive Director, Wake County Bar Association

6:00 P.M. – 9:00 P.M.NABE Wednesday Night ReceptionPat O’s on the River, Jax Brewery, 600 Decatur Street, 3rd Floor, (504) 582-6916Laissez les bons temps rouler! Even if you slept through high school French, step one foot inside our Wednesday evening event and you’ll know that NABE is letting the good times roll. Grab a cab and come immerse yourself in the southern hospitality and culinary character of the Crescent City while listening to the sounds of one of the city’s most popular jazz trios. We’ll have tarot card readers on hand to give you a view of your future, but if you’re only interested in the here and now, our venue provides terrific views of the mighty Mississippi. Don’t miss the opportunity to network with your colleagues and to experience one of New Orleans’ best known and popular venues. Sponsored by LawPay

ThuRSDAY, FEBRuARY 2, 2012

7:00 A.M. – 5:30 P.M.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor(Registration will be closed for lunch from 12:40 p.m. - 1:40 p.m.)

8:30 A.M. – 9:30 A.M.NABE BreakfastsGeneral Breakfast, Bissonet, 3rd FloorAdministration & Finance Section Breakfast, St. Charles, 41st FloorInformation Technology Section Breakfast, Lafayette, 41st FloorCommunications Section Breakfast, Napoleon, 41st Floor


9:45 A.M. – 10:45 A.M.Fifth Session of NABE Concurrent Track Programs

Track Program 5A: WE’RE MAD AS …. SHOULD WE TAKE IT ANYMORE?Mardi Gras Ballroom, Salons A/B/C, 3rd Floor Law schools and bar associations have a critical relationship. Their graduates become our members. Recently, law schools have come under enhanced scrutiny and pressure to review their tuition models, job place-ment numbers, and curricular focus. What role does the profession play in these issues and what effects are we seeing from these dynamics as new lawyers enter the profession? This panel will explore these and other relevant issues in these tough economic and professional times. MODERATOR

Paula Littlewood, Seattle, WA, Executive Director, Washington State Bar AssociationPANELISTS

Thomas Lyons, Providence, RI, Past President, Rhode Island Bar AssociationKeith Norman, Montgomery, AL, Executive Director, Alabama State Bar Charu A. Verma, Malden, MA, Attorney, Committee for Public Counsel Services, Suffolk Law School

Track Program 5B: Who’s in Charge? – The Decision-making Process: How are Decisions Made Within Bar Organizations at Staff and Board Levels?Balcony J/K, 4th Floor The panel will explore the various models and tools available to help bar executives and staff better formulate issues for decision and then deliver them at the right level for timely action. What decisions do you reserve for you or your board? What kinds of decisions do you delegate, to whom and how? Are there decision models that work…or don’t? Should you document decisions—-which ones, and how? How do you handle bad decisions by your staff, your board….yourself? If you aren’t satisfied with how decisions are made in your organization, what can you do to change that? These questions and many more will be explored by a panel of talented leaders from bar organizations representing the full spectrum of local, metro and state bar associa-tions. Decide to participate!MODERATOR

John Phelps, Phoenix, AZ, Executive Director, State Bar of ArizonaPANELISTS

Michelle Hunter, Austin, TX, Executive Director, State Bar of TexasMary Loewenguth, Rochester, NY, Executive Director, Monroe County Bar AssociationDavid Watson, Cleveland, OH, Executive Director, Cleveland Met-ropolitan Bar Association

Track Program 5C: Social Media DIY: Amp Up Your Social Media Presence TodayBalcony L/M, 4th Floor You have Facebook, Twitter and LinkedIn accounts (or are consider-ing them), now what? No social media consultant needed! Bring your smartphone, tablet or laptop to this working session and learn tips and tricks to enhance your presence on these three popular sites. From how to create a sustainable social media presence to increasing your audience and adding easy interactive elements to wow readers, you’ll leave with the skills to be your own social media guru.

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SPEAkERS

Danielle E. Boveland, New Orleans, LA, Communications Coordi-nator, Online Media, Louisiana State Bar AssociationAimee Cirucci, Philadelphia, PA, Communications Manager, Phila-delphia Bar AssociationCarissa Long, Indianapolis, IN, Assistant Director of Communica-tions, Indiana State Bar Association

10:45 A.M. – 11:15 A.M.NABE Sponsor Networking BreakAcadia, 3rd Floor WIN A PRIZE! This will be your final chance to enter your name for a chance to win fabulous prizes from NABE and our wonderful spon-sors. Final prize will be drawn at this event and you MUST be present to win. After the drawings, sponsors will still be available for you to learn more about their services. Don’t miss out!

11:15 A.M. – 12:15 P.M.Sixth Session of NABE Concurrent Track Programs

Track Program 6A: 60 Tech Tips for Bar Leaders in 60 MinutesMardi Gras Ballroom, Salons A/B/C, 3rd Floor Technology continues to play a larger and more important role in our bars and in our lives. This fast-paced session, always a crowd favorite, features a panel of techno-experts to give you an informative, enter-taining and lightning fast round of 60 new tips and technologies that will supercharge your technology life. Don’t miss this one!SPEAkERS

Jim Calloway, Oklahoma City, OK, Director, Management Assis-tance Program, Oklahoma Bar AssociationNerino Petro, Madison, WI, Attorney, Practice Management Advi-sor, State Bar of Wisconsin Catherine Sanders Reach, Chicago, IL, Director, Law Practice Management and Technology, The Chicago Bar AssociationErnest Svenson, New Orleans, LA, Attorney, Svenson Law Firm LLC

Track Program 6B: Leadership Roles – What Every Bar Association Should Do to Help Volunteer Officers, Board Members and Directors to Understand Their Respective Roles and Establish Appropriate Expectations to Achieve SuccessBalcony J/K, 4th Floor An association’s success depends on the ability of its volunteer leader-ship to guide the organization through a labyrinth of legal, financial and policy challenges. Experienced association executives will provide valuable insight on topics and techniques to help volunteers – and you – understand how board members, officers and management should work together to effectively govern your association.SPEAkERS

Shannan L. Hicks, Baton Rouge, LA, President/CEO, Shannan Hicks Enterprises, LLCAllan F. Ramsaur, Nashville, TN, Executive Director, Tennessee Bar Association

Track Program 6C: Marketing to Your Membership Balcony L/M, 4th Floor Learn how to effectively plan a marketing strategy for your association. We’ll discuss creating a marketing format which matches your associa-tion’s culture, while utilizing information and resources already available to you. Discover when and how to leverage various marketing methods including email, snail mail, website and advertising, and to develop a style that will resonate with your members.MODERATOR

Laura Tobin, Covington, LA, Vice President, Gallinghouse & AssociatesPANELISTS

Alexa Giacomini, CAE, Springfield, IL, Director, Marketing & Mem-bership, Illinois State Bar AssociationSusan Holiday, Lafayette, LA, Executive Director, Lafayette Bar As-sociation


12:30 P.M. – 1:45 P.M.Luncheon and Business Meeting Bissonet, 3rd Floor Immediately following lunch, the biannual membership meeting will take place. We also will hear remarks from the 2011 Bolton Award Win-ner, Larry Houchins, Executive Director of The Mississippi Bar. We will then wrap-up with a big thank you to our generous sponsors. Join your NABE colleagues for a final networking opportunity.

1:45 P.M. – 2:45 P.M.NABE First-time Attendees’ Wrap-up SessionMardi Gras Ballroom, Salons A/B/C, 3rd Floor

2:30 P.M. – 4:00 P.M.Foreign Lawyers and Cross-border Forum: Open Borders, Open Issues Balcony J/K, 4th Floor As the practice of law becomes increasingly global, what are the implica-tions for mandatory state bars? How are U.S. and international jurisdic-tions handling inbound foreign lawyers and cross-border practice? In determining whether to change licensure requirements and reciprocity arrangements, how are mandatory state bars addressing the possible impact on their regulatory programs, including discipline, client protec-tion funds, and client relations and arbitration programs? This forum will provide an opportunity for discussion and or questions and answers among US and international bar executives.FACILITATOR

George C. Brown, Madison, WI, Executive Director, State Bar of Wisconsin

2:30 P.M. – 5:00 P.M.NABE Program Committee MeetingBalcony N, 4th Floor

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NABE BOARD OF DIRECTORS

PresidentDana J. Collier Smith, Colorado Bar Association

President-electYvonne McGhee, Virginia Bar Association

Vice PresidentDavid A. Blaner, Allegheny County Bar Association

SecretaryNancy Roberson, Mecklenburg County Bar Association

TreasurerSam Clinch, Nebraska State Bar Association

State Bar DirectorsGeorge C. Brown, State Bar of WisconsinLeah G. Johnson, South Carolina Bar

Local Bar DirectorsZoe Linza, Bar Association of Metropolitan St. LouisDuane Stanley, Hennepin County Bar Association

Directors-at-LargeKaren Hutchins, Arkansas Bar AssociationCarol Madeja, The State Bar of California

ABA House DelegateWilliam Weisenberg, Ohio State Bar Association

NABE LiaisonPamela Robinson, ABA Division for Bar Services

NABE Finance and Business AdministratorTondanisha Tomlinson, ABA Division for Bar Services

NABE 2011-2012 BOARD OF DIRECTORS AND PROGRAM COMMITTEE

NABE Member Services CoordinatorHaley Swilling, ABA Division for Bar Services

NABE PROGRAM COMMITTEE

Chair Helen D. McDonald, Rhode Island Bar Association

Vice ChairChris Manos, State Bar of Montana

Board Liaison Yvonne McGhee, Virginia Bar Association

Committee MembersBrad Carr, Alabama State BarKaren France, Clearwater Bar AssociationKathy Grant, Cincinnati Bar Association Trudy Levindofske, Orange County Bar AssociationMark Mathewson, Illinois State Bar AssociationErik Mazzone, North Carolina Bar AssociationDon Philips, Connecticut Bar AssociationMatthew Ridgely, Dade County Bar AssociationMarc Staenberg, Beverly Hills Bar AssociationMark Tarasiewicz, Philadelphia Bar AssociationAngela Weston, Maine State Bar AssociationMaryann Williams, Indiana State Bar Association

Ex OfficioBrant Bittner, Orange County (FL) Bar AssociationHelena Henderson, New Orleans Bar AssociationLoretta Larsen, Louisiana State Bar Association NABE Program Committee LiaisonLeticia Spencer, ABA Division for Bar Services

NABE 2011-2012 COMMITTEE, FORuM AND SECTION LEADERS

NABE COMMITTEES

Audit Rodney Wegener, Oregon State Bar, Chair

Bylaws Denice DeStefano, New Hampshire Bar Association, Chair

Chief Staff ExecutiveJohn Phelps, State Bar of Arizona, Chair

Diversity DevelopmentZuraya Tapia-Hadley, Hispanic National Bar Association, Chair

ElectionsCatharine Maher, Dallas Bar Association, Chair

MembershipCarrie Sherman, State Bar of Arizona, Chair

ScholarshipJoseph Stangl, District of Columbia Bar Association, Chair

Small BarNoreen Nardi, Hampden County Bar Association, Chair

SponsorshipBrant Bittner, Orange County (FL) Bar Association, Chair

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SurveysKenneth Goldsmith, American Bar Association, Chair

Website/Knowledge ManagementAnn Murphy, Bar Association of San Francisco, Chair

NABE FORUMS

Bar Member ServicesCharmy Medlin, South Carolina Bar, Chair

Meetings/Seminars & EventsTraci Hollandsworth, Nashville Bar Association, Chair

Sections and CommitteesLynn Pointer, Tennessee Bar Association, Chair

State and Local Bar LiaisonsMark Wilson, New York State Bar Association, Chair

Young Lawyer LiaisonsDanielle Edwards, Oregon State Bar, Chair

NABE SECTIONS

Section on Administration & FinanceLoretta Larsen, Louisiana State Bar Association, Chair Section on CommunicationsJenna Grubb, Toledo Bar Association, Chair

Section on Governmental RelationsLisa Roys, State Bar of Wisconsin, Chair

Section on Information TechnologyAnna Zanolli, Oregon State Bar, Chair

NABE PAST PRESIDENTS

1941-1943 *Emma E. Dillon, Trenton, NJ1943-1944 *J.L.W. Henney, Columbus, OH1944-1946 *Leland M. Cummings, Salt Lake City, UT1946-1947 *John Mcl. Smith, Harrisburg, PA 1947-1949 *George H. Turner, Lincoln, NE1949-1950 *Milton E. Bachman, Lansing, MI1950-1951 *William J. Park, Austin, TX1951-1952 *Philip S. Habermann, Madison, WI1952-1953 *John E. Berry, Albany, NY 1953-1954 *Joseph B. Miller, Columbus, OH1954-1955 *Amos M. Pinkerton, Springfield, IL1955-1956 *William E. Pool, Austin, TX1956-1957 *Emma E. Dillon, Trenton, NJ1957-1958 Donald D. Molen, Denver, CO1958-1959 *John W. Shuart, Topeka, KS1959-1960 *Joseph M. Larimer, Chicago, IL1960-1961 *Kenneth Harris, Oklahoma City, OK1961-1962 Wade F. Baker, Jefferson City, MO1962-1963 *Henry H. Harned, Frankfort, KY1963-1964 *Thomas C. Meyers, Minneapolis, MN1964-1965 *John H. Holloway, Portland, OR1965-1966 R. Leland Hamilton, St. Louis, MO1966-1967 *Alice O’Leary Ralls, Seattle, WA1967-1968 *Marshall R. Cassedy, Tallahassee, FL1968-1969 *Stanley L. Johnson, Los Angeles, CA1969-1970 Alfred C. Schultz, Bismarck, ND1970-1971 *Madrid Williams, Macon, GA1971-1972 *Fredrick H. Bolton, Harrisburg, PA 1972-1973 Francis J. Bolduc, Trenton, NJ1973-1974 *Edward P. Smith, Providence, RI1974-1975 Kay M. Runyon, Minneapolis, MN1975-1976 Eldon L. Husted, Phoenix, AZ1976-1977 John H. Dickason, Springfield, IL1977-1978 *James I. Smith III, Pittsburgh, PA

1978-1979 Reginald T. Hamner, Montgomery, AL1979-1980 Peter P. Roper, Harrisburg, PA1980-1981 *Jack Lyle, Indianapolis, IN1981-1981 *G. Edward Friar, Seattle, WA1981-1983 Robert N. DuRant, Columbia, SC1983-1984 Nan Wilder, Phoenix, AZ1984-1985 William J. Smith Jr., Baltimore, MD1985-1986 Dalton W. Menhall, Trenton, NJ1986-1987 Celene Greene, Lake Oswego, OR1987-1988 *Bobbie Lou Nailling-Files, Kansas City, MO1988-1989 William J. Carroll, Albany, NY1989-1990 Terrence M. Murphy, Chicago, IL1990-1991 Edward M. Bonney, Augusta, ME1991-1992 John F. Harkness Jr., Tallahassee, FL1992-1993 *Theodore Stellwag, Harrisburg, PA1993-1994 Paul V. Carlin, Baltimore, MD1994-1995 Nancy A. Galloway, West Bloomfield, MI1995-1996 Bruce Hamilton, Phoenix, AZ1996-1997 Dennis P. Harwick, Seattle, WA1997-1998 Keith A. Birkes, Jefferson City, MO1998-1999 Katherine S. Bifaro, Buffalo, NY1999-2000 Gilbert R. Campbell Jr., Nashville, TN2000-2001 Betty J. Braden, Madison, WI2001-2002 Diane O’Steen, Atlanta, GA2002-2003 Thomas R. Tinder, Charleston, WV2003-2004 Thomas A. Pyrz, Indianapolis, IN 2004-2005 Anne Fritz, Memphis, TN2005-2006 Thomas Edmonds, Richmond, VA2006-2007 Allan Head, Cary, NC2007-2008 Evelyn Sullivan, Lancaster, PA2008-2009 Rodney Wegener, Tigard, OR2009-2010 Jack Lockridge, Arlington, VA2010-2011 Carolyn B. Witt, New Haven, CT* Deceased

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NABE BOLTON AWARD FOR OUTSTANDING BAR LEADERSHIP

1978 Wade F. Baker, Missouri1979 *Marshall Cassedy, Florida1980 Lois M. McIlroy, Oklahoma1981 Reginald T. Hamner, Alabama1982 *Joseph B. Miller, Ohio1983 John H. Dickason, Illinois1984 Edward P. Smith, Rhode Island1985 E.A. “Wally” Richter, Missouri1986 Peter P. Roper, Pennsylvania1987 Alexander Lagusch, Ohio1988 *Jack Lyle, Indiana1989 Katherine S. Bifaro, New York1990 JoAnna Moreland, Texas1991 Marcia Poell Holston, Kansas1992 Tom Brady, Ohio1993 Edward M. Bonney, Maine1994 *Bobbie Lou Nailling-Files, Missouri1995 *Theodore Stellwag, Pennsylvania1996 Paul V. Carlin, Maryland1997 William J. Carroll, New York1998 Diane O’Steen, Georgia1999 *Kenneth Klein, Missouri2000 *Elizabeth C. Price, Pennsylvania2001 Beth Keigher, New York2002 Charles Turner, Colorado2003 Robert Craghead, Illinois2004 Keith Birkes, Missouri2005 Sandra Cousins, Oklahoma2006 Denny L. Ramey, Ohio2007 Thomas Edmonds, Virginia2008 Thomas A. Pyrz, Indiana2009 Robert S. Wells, South Carolina2010 Allan B. Head, North Carolina2011 Larry Houchins, Mississippi*Deceased

NABE AWARD RECIPIENTS

NABE PRESIDENT’S AWARD

2001 John C. Norwine, Cincinnati Bar Association 2002 Rodney Wegener, Oregon State Bar2003 Division for Bar Services Staff, American Bar Association2004 Susan Jacobs, Indiana State Bar 2004 Helen McDonald, Rhode Island Bar Association2005 Susan Andres, Alabama State Bar2006 Toby Brown, Utah State Bar2006 Stuart Forsyth, Los Angeles County Bar Association2007 Dana Collier Smith, Colorado Bar Association2008 Pamela Robinson, American Bar Association Division for Bar Services2008 Patricia Yevics, Maryland State Bar Association2009 Yvonne McGhee, Fairfax Bar Association2010 Sam Clinch, Nebraska State Bar Association2010 Susan Jacobs, Indiana State Bar Association2011 David Bohm, North Carolina Bar Association

NABE PEER EXCELLENCE AWARD

2006 Yvonne McGhee, Fairfax Bar Association2007 Toby Brown, Utah State Bar2009 Mark Mathewson, Illinois State Bar Association2011 John Sirman, State Bar of Texas

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NCBP APPRECIATES ThE SuPPORT OF ThE FOLLOWING SPONSORS

PLATINUM

LexisNexisDianne McClintock Callahan, Director, Associations Marketing2935 Summitop Road NEMarietta, GA 30066(888) [email protected] Executive Council Alumni DinnerNCBP/NABE/NCBF Joint Reception

GOLD

AffiniscapeAdam Weedman, President and Founder6200 Bridge Point Parkway Building Four, Suite 200 Austin, TX 78730(512) [email protected] Website

Rimkus Consulting Group, Inc.Frank Culberson, President and CEOPatrick Worsham, Regional Marketing ManagerEight Greenway Plaza, Suite 500Houston, TX 77046(713) [email protected] Saturday Breakfast and Roundtables

SILVER

ABA Retirement Funds/INGMichael Moniz, Assistant Vice President, Sales and MarketingP.O. Box 5142Boston, MA 02206(617) 376-4622Michael.moniz@ abaretirement.comwww.abaretirement.com

PATRON

Law Offices of Laborde & NeunerP.O. Box 52828LaFayette, LA 70505www.LN-law.com

FRIENDS

Baker DonelsonBaker Donelson Center, Suite 800211 Commerce StreetNashville, TN 37201www.bakerdonelson.com

McGlinchey Stafford601 Poydras, 12th FloorNew Orleans, LA 70130www.mcglinchey.com

MBC APPREcIATES ThE SUPPORT OF ThE FOLLOwING SPONSORS

Insurance Specialists, Inc.William K. Bass Jr., President305 Carteret StreetBeaufort, SC 29902(843) [email protected] Welcome Reception and Executive Committee Dinner

Steiner & Blechman, LLCJay A. Blechman, Partner310 Grant Street, Suite 3220Pittsburg, PA 15219(412) [email protected] Welcome Reception

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7:00 A.M. – 5:30 P.M.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor(Registration will be closed for lunch from 12:40 p.m. – 1:40 p.m.)

7:30 A.M. – 9:00 A.M.NCBP Finance Committee & Investment Committee MeetingBonaparte, 4th Floor

8:00 A.M. – 9:00 A.M.NCBP Sponsorship Committee MeetingRegent, 4th Floor

9:00 A.M. – 10:00 A.M.NCBP Membership Committee MeetingIberville, 4th Floor

9:00 A.M. – 10:00 A.M.NCBP Diversity Committee MeetingRegent, 4th Floor

10:00 A.M. – 11:30 A.M.NCBP Communications Committee MeetingBacchus, 4th Floor

10:00 A.M. – 1:00 P.M.NCBP Program Committee MeetingIberville, 4th Floor

1:00 P.M. – 5:00 P.M.NCBP Executive Council MeetingSt. Charles, 41st Floor

1:30 P.M. – 4:30 P.M.Metropolitan Bar Caucus Executive Committee MeetingBonaparte, 4th Floor

5:00 P.M. – 6:30 P.M.Metropolitan Bar Caucus Welcome ReceptionArnaud’s (Creole Cottage), 813 Rue Bienville, (504) 523-5433For a change of pace and location, MBC welcomes you to the Crescent City with a cocktail reception in the heart of the French Quarter, just steps from Bourbon Street. Get an early start to your evening and enjoy some classic Creole cuisine and great conversation with colleagues from around the country. Bring extra business cards for networking and to enter a raffle. Admission is $35 by pre-registration or $45 at the door. Sponsored by Insurance Specialists, Inc.

NCBP 2012 MIDYEAR MEETING

7:00 P.M. – 10:00 P.M.Metropolitan Bar Caucus Executive Committee DinnerArnaud’s (Bourbon Suite), 813 Rue Bienville, (504) 523-5433 Sponsored by Insurance Specialists, Inc.

7:00 P.M. – 10:00 P.M.NCBP Executive Council, Council Alumni and NCBP Past Presidents DinnerAntoine’s Restaurant, 713 Rue Saint Louis, (504) 581-4422 Sponsored by LexisNexis/Martindale-Hubbell

FRIDAY, FEBRuARY 3, 2012


7:30 A.M. – 9:45 A.M.Continental Breakfast and Joint Meeting of the National Conference of Bar Presidents, the National Association of Bar Executives and the National Conference of Bar FoundationsCarondelet, 3rd Floor

7:30 A.M. – 8:45 A.M.Breakfast and Welcome Please join us early as we help you meet your colleagues – first-timers as well as seasoned bar leaders. The tables are designated by bar asso-ciation type, so select the appropriate one and get to know colleagues from like bar associations: unified states, voluntary states, metro and local bars. First-time attendees will be joining their experienced bar leader mentors, so be sure to welcome them. At 8:15 a.m., NCBP President Ury will begin the meeting, introducing his fellow organiza-tion colleagues and our host city/state bar presidents. We will remain in the ballroom for the plenary. Breakfast tickets will be collected at the door so be sure to have all your event tickets for the day with you. SPEAkERS

Frederic S. Ury, Fairfield, CT, President, National Conference of Bar PresidentsDana Collier Smith, Denver, CO, President, National Association of Bar ExecutivesStephen E. Chappelear, Columbus, OH, President, National Confer-ence of Bar FoundationsJames J. Davidson III, Lafayette, LA, President, Louisiana State Bar AssociationR. Patrick Vance, New Orleans, LA, President, New Orleans Bar Association

8:45 A.M. – 9:45 A.M.Plenary Session

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The Three R’s of Disaster Preparedness: Recognition, Readiness, ResponseThe national disasters of the last year have again underscored the need for business continuity planning on the part of individuals and businesses, including bar associations and law firms of all sizes. Katrina sounded the alarm and focused our attention on the broader implications of disruptions to “life as we know it.” Now, over time and through pain-staking experience, our panel of experts will share lessons learned and offer concrete “takeaways” to address any disrup-tion of business practices: - tools to develop an association business continuity plan- services that help members plan for and recover from a disaster- models for the bar association role as a community leader- legal services programs to aid disaster survivorsMODERATOR

Frank X. Neuner Jr., Lafayette, LA, Past President, Louisiana State Bar Association, and Member, NCBP Executive CouncilPANELISTS

Laura Calloway, Montgomery, AL, Director of Service Programs and Practice Management Assistance Programs, Alabama State BarKelly-Ann Clarke, Galveston, TX, Member, ABA Special Commit-tee on Disaster Response and PreparednessJonathan Cole, Nashville, TN, Past President, Nashville Bar Associa-tion and Member, NCBP Executive CouncilRobert Paolini, Montpelier, VT, Executive Director, Vermont Bar Association


9:55 A.M. – 10:55 A.M.First Session of Joint Concurrent Workshops

Joint Workshop 1A – What to Do When “Your Year” Gets HijackedBalcony J/K, 4th Floor“Your year” will serve as a model for generations of bar presidents to come, with initiatives charted out and timelines in place. Suddenly, something unexpected happens, maybe of crisis proportions, or just a series of events, all adding up to detours from your well-planned jour-ney. How will you handle these “pop-ups” that disrupt your textbook schedule? Hear sage advice from bar leaders who have been there and succeeded – sometimes – and are all the wiser for the experience.MODERATOR

Rew Goodenow, Reno, NV, Past President, State Bar of Nevada and Washoe County Bar Association, and Secretary, NCBPPANELISTS

Livia Barndollar, New Canaan, CT, Past President, Connecticut Bar AssociationHelen McDonald, Providence RI, Executive Director, Rhode Island Bar AssociationMary Torres, Albuquerque, NM, Past President, State Bar of New Mexico and NCBP

Joint Workshop 2A – Public Service Projects on a Shoestring BudgetBalcony I, 4th FloorNot all service projects require big budgets to get off the ground. Hear

how, with a little ingenuity, some savvy partnering, and a lot of heart, the legal community can make a difference: for the public and the profession. MODERATOR

William J. Delaney, Providence, RI, President, Rhode Island Bar Association and Member, NCBP Program CommitteePANELISTS

Denise Scofield, Houston, TX, President, Houston Bar AssociationHon. Jay Zainey, New Orleans, LA, U.S. District Judge, Eastern District of Louisiana

Joint Workshop 3A – Technology “Potpourri” – Some Practical Tips and Programs for Bar Leaders and Members Balcony L/M, 4th FloorJoin us for a fast-paced, information-packed session on the use of technology and social media tools by bar associations and bar leaders to communicate with and deliver service to members. In addition, a quick review of “cool” apps for your use will bring you up to date on the latest tools at your disposal. Finally, we’ll hear from one bar that is using its website to connect members with jobs.MODERATOR

Steven Toole, Bellevue, WA, Immediate Past President, Washington State Bar Association and Member, NCBP Executive CouncilPANELISTS

Paula Littlewood, Seattle, WA, Executive Director, Washington State Bar AssociationDarrell Motley, Washington, DC, President, District of Columbia BarCatherine Sanders Reach, Chicago, IL, Director, Law Practice Management and Technology, The Chicago Bar Association

Joint Workshop 4A – A Practical Introduction to Business Continuity Planning for Metro BarsMardi Gras Ballroom, Salon D, 3rd FloorDangers posed by wide-scale disasters such as severe weather and power outages are well understood. Less obvious is the destructive potential of local events or firm-specific crises. From a small building fire to the loss of a key client to staff disruptions, myriad risks face large and small firms every day and put their continued existence at risk. This session will discuss business continuity (BC), an important step beyond disaster recovery planning. BC encompasses emergency management, disaster recovery, and post-event resumption. Specific topics include risk as-sessment and mitigation, business impact analysis, and continuity plan development. Attendees will be introduced to online and free resources that aid in the creation of simple but effective business continuity strate-gies and operating plans. Time will be reserved at the end for questions. PRESENTER

Donald R. Byrne, Bedford, NH, Senior Fellow, Stephensen Disaster Management Institute at Louisiana State University, and Adjunct Professor, Boston University Sponsored by the Metropolitan Bar Caucus

Joint Workshop 5A – Anatomy of “The Ask” Balcony N, 4th FloorThe most effective way to raise money is face to face. Unfortunately, this is also the scariest way to raise money. Join us for a lively conver-sation as we break down donor solicitation into its components and take you through “the ask,” step by step. Come prepared to practice!PRESENTER

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Andy Robinson, Plainfield, VT, Consultant on Nonprofit FundraisingSponsored by the National Conference of Bar Foundations

10:55 A.M. – 11:25 A.M.NCBP Sponsor Appreciation and Networking BreakAcadia Ballroom, 3rd FloorTake this opportunity to refill your coffee cup and learn about the products and services offered by our generous sponsors.

11:25 A.M. – 12:25 P.M.Second Session of Joint Concurrent Workshops

Joint Workshop 1B – New Ideas for New Lawyers: How to Bring Them into the Fold, and Keep Them Balcony J/K, 4th FloorHow does the bar become that “indispensable partner” in a new lawyer’s practice? In this “quick hits” format, hear what some bars are doing to reach out and provide that all-important start that can lead to loyal and involved members.MODERATOR

Christine Hickey, Indianapolis, IN, Past President, Indianapolis Bar Association and Member, NCBP Executive CouncilPANELISTS

Kendra Brodin, Minneapolis, MN, Director of Career and Profes-sional Development, University of St. Thomas School of Law, and Chair, Committee 36, Minnesota State Bar AssociationJennifer Cranston, Phoenix, AZ, President, Maricopa County Bar AssociationCarol S. Marx, Lancaster, OH, President, Ohio State Bar AssociationBrent Routman, Minneapolis, MN, President, Minnesota State Bar Association

Joint Workshop 2B – “A New Normal” —An Update on Ethics 20/20 and Preview of Developing ProposalsBalcony I, 4th FloorCreated in 2009, the ABA Commission on Ethics 20/20 has focused on the impact that technology and globalization has had on the prac-tice of law. Its seven working groups, through public hearings, white papers and presentations to bar and bench groups, have considered how to match the rules guiding the practice with the reality. Join our experienced panel for a conversation about the matters coming before the ABA House of Delegates next August –- technology, outsourcing, confidentiality –- and proposals under development for the February 2013 midyear meeting, including non-lawyer ownership.MODERATOR

Frederic Ury, Fairfield, CT, Past President, Connecticut Bar As-sociation; NCBP President; and Member, ABA Commission on Ethics 20/20PANELISTS

Paul Paton, Sacramento, CA, Professor of Law, McGeroge School of Law, University of the Pacific, and Reporter, ABA Commission on Ethics 20/20Carole Silver, Chicago, IL, Professor, Indiana Maurer School of Law and Member, ABA Commission on Ethics 20/20

Joint Workshop 3B – Establishing Public Trust, Confidence and Reputation: Strategies for Long Term ImpactBalcony L/M, 4th FloorFor decades, public opinion polls ranked lawyers just above used car salesmen and members of Congress. Over the years bar associations have responded with various targeted public education campaigns to explain the role of lawyers and the justice system in our society. Perhaps the “answer,” if there is one, is the “way of the tortoise” –- through a consistent, cohesive, and comprehensive communications strategy. Our expert panel will share concrete examples of ways in which bar associations, large and small, have effectively and economi-cally told the stories of the good lawyers do, with greater impact on the public and the bar’s budget over the long term. MODERATOR

Bryan Cavan, Atlanta, GA, Past President, State Bar of Georgia and Member, NCBP Executive CouncilPANELISTS

Bonnie Sashin, Boston, MA, Communications Director, Boston Bar AssociationRita Sheffey, Atlanta, GA, President, Atlanta Bar AssociationAlyce Spruell, Tuscaloosa, AL, Immediate Past President, Alabama State Bar and Member, NCBP Executive Council

Joint Workshop 4B – Local Bar Involvement in the Judicial Election and Political Process – Best Practices and Lessons Mardi Gras Ballroom, Salon D, 3rd FloorMetro Bars are often faced with a myriad of issues regarding local judicial politics. Join us for an interactive panel discussion of several topics, including judicial evaluations, the role of your bar in the campaign process, bar leader support of specific candidates, judicial fundraising, criticism response committees, candidate civility creeds, and the pros and cons of the association “taking a stance.” CO-MODERATORS

John F. Kautzman, Indianapolis, IN, Past President, Indianapolis Bar Association and Member-at-Large, Metropolitan Bar CaucusMark K. Sales, Dallas, TX, Past President, Dallas Bar Association and Member-at-Large, Metropolitan Bar CaucusPANELISTS

Kim Askew, Dallas, TX, Past Chair, ABA Standing Committee on the Federal Judiciary; Board Member, Dallas Bar Association; and Past Chair, ABA Section of LitigationR. Patrick Vance, New Orleans, LA, President, New Orleans Bar AssociationDavid Watson, Cleveland, OH, Executive Director, Cleveland Met-ropolitan Bar AssociationHon. David N. Wecht, Pittsburgh, PA, Judge, Superior Court of PennsylvaniaSponsored by the Metropolitan Bar Caucus

Joint Workshop 5B – Fundraising House PartiesBalcony N, 4th FloorA fundraising house party combines the intimacy of a major donor “ask” with the excitement of a benefit event – and unlike an event, you can organize one in six weeks. We’ll discuss how to identify a host committee, develop an invitation list, prepare a planning calen-dar, ask for money at the party, and engage your board in creating and running the party.

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PRESENTER


12:25 P.M. – 1:35 P.M.NCBP/NABE/NCBF Joint Awards LuncheonCarondelet Ballroom, 3rd FloorThe Joint Awards Luncheon will feature presentations to individu-als, bar associations and other law-related entities for their work in support of the organized bar, the profession and the public. The awards presented will be the ABA Outstanding Law Day Awards, the ABA Louis M. Brown Awards, and the NCBF Fundraising for Success Award.

1:35 P.M. – 1:55 P.M.NCBP Sponsor Appreciation and Networking BreakAcadia Ballroom, 3rd FloorSatisfy that sweet tooth and take some time to visit with our generous sponsors over dessert. As their contributions help reduce your meet-ing costs, their services may also save you time and money in your practice and for your bar association. This is an investment you’ll want to make. All luncheon guests are invited to participate.

1:55 P.M. - 2:05 P.M.Transfer Break

2:05 P.M. – 4:00 P.M.Roundtable Discussion: Greater ROI on Pipeline and Leadership Development ProgramsBissonet 3rd FloorBar associations have invested in pipeline and leadership programs that attract and support the professional development and leadership skills of a diverse population of lawyers. However, those efforts are not necessarily reflected in continued involvement and leadership in the bar. Join bar leaders - Young Lawyer affiliate chairs, diversity bar representatives, and state and metro bar leaders - to discuss what bar associations can do to attract, retain and engage a more diverse popu-lation of lawyers in the profession and in bar association leadership.Co-sponsored by the ABA Young Lawyers Division, NCBP and Metro-politan Bar Caucus, and ABA Diversity Center

4:00 P.M. – 5:00 P.M.Metropolitan Bar Caucus Beer and Bull SessionMardi Gras Ballroom, Salon D, 3rd FloorWhat better way to wrap up a day of programming than to grab a beer (or soft drink), take a seat, and discuss what’s on your mind with fellow metro bar leaders who share your concerns? Come join us and continue the conversation.

5:30 P.M. – 7:30 P.M.NCBP/NABE/NCBF Joint ReceptionMardi Gras World, 1380 Port of New Orleans Place, (888) 492-0650If you can’t be in New Orleans for Mardi Gras, then visiting the home of some of the city’s most elaborate Mardi Gras floats is the next best thing. Registrants and their guests will walk through Mardi Gras World’s Float Den and see the mobile creations from which beads and coconuts are thrown to throngs of revelers. After

the walk through, guests will create their own festive evening with Louisiana-style food, beverages, and music. Shuttle buses for the event will begin departing at 5:00 p.m. from the Canal Street exit of the Marriott and will run between the Marriott and Mardi Gras World until 7:00 p.m. The last bus returning from Mardi Gras World to the Marriott will depart at 7:45 p.m. Reception included in the registration fee of NCBP registrants and NABE joint meeting registrants. Others may purchase tickets in advance for $80 at the NABE/NCBP/NCBF Registration Desk. Sponsored by LexisNexis/Martindale-Hubbell

SATuRDAY, FEBRuARY 4, 2012

7:00 A.M. – 11:30 A.M.NABE/NCBP/NCBF Joint RegistrationAcadia Foyer, 3rd Floor

8:00 A.M. – 9:00 A.M.Metropolitan Bar Caucus Executive Committee MeetingBalcony N, 4th Floor

8:00 A.M. – 9:15 A.M.NCBP Breakfast and RoundtablesAcadia Ballroom, 3rd FloorWe start the morning with another opportunity to eat and share with colleagues from similar size bar associations. At 8:15 a.m., we will begin discussions of your choice of topics. Following the discussions, we will hear some words from our sponsors, who provide their gener-ous support to NCBP programming.

9:15 A.M. – 11:30 A.M.NCBP Plenary SessionAcadia Ballroom, 3rd Floor

9:15 A.M. – 9:30 A.M.ABA President SpeaksWm. (Bill) T. Robinson III, Florence, KY, ABA President and Past President, Kentucky Bar Association

9:30 A.M. – 10:00 A.M.Rapid Fire Bytes: News You Can UseGet your news in headline fashion to be “in the know. The brief presentations will address a number of topics of specific interest to bar associations and your members.MODERATOR

Karol Corbin Walker, Newark, NJ, Past President, New Jersey State Bar Association and President-elect, NCBP

10:00 A.M. – 10:20 A.M.Hot! Hot! Hot! Tips On Hot! Hot! Hot! TopicsWho speaks faster than a speeding bullet? Mike Rubin will give bar leaders immediately useful information in his usual inimi-table fashion, complete with a high-tech PowerPoint presentation and humor. If you’ve not heard Mike before, you’re in for a treat as well as ideas you can put to use in your bar year.

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PRESENTER

Michael Rubin, Baton Rouge, LA, Past President, Louisiana State Bar Association, and Past Member, NCBP Executive Council

10:20 A.M. – 11:20 A.M.Roll Call of State and Local BarsGet an update on what is happening around the country as represen-tatives from different regions report on the latest developments and programs they want to share.CO-MODERATORS

Carl Smallwood, Columbus, OH, Past President, Columbus Bar As-sociation and Metropolitan Bar Caucus, and Treasurer, NCBPDenise Squillante, Fall River, MA, Immediate Past President, Mas-sachusetts Bar Association and Member, NCBP Executive Council

11:20 A.M. – 11:30 A.M.Final Remarks and AdjournFrederic S. Ury, Fairfield, CT, President, NCBP, and Past President, Connecticut Bar Association

NCBP 2011-2012 ExECuTIvE COuNCIL AND COMMITTEES

OFFICERS

PresidentFrederic S. Ury, Fairfield, CT

President-electKarol Corbin Walker, Newark, NJ

TreasurerCarl D. Smallwood, Columbus, OH

SecretaryRew Goodenow, Reno, NV

Immediate Past PresidentJames P. Nolan, Annapolis, MD

COUNCIL MEMBERS AT LARGE

Terms Expiring 2012Robert C. Ewald, Louisville, KYC. Dale McClain, Worcester, PAFrank X. Neuner Jr., Lafayette, LALynn Fontaine Newsome, Morristown, NJMarc R. Staenberg, Beverly Hills, CA

Terms Expiring 2013Sandra Chapman, Wheeling, WVJonathan Cole, Nashville, TNScott F. Cooper, Philadelphia, PAVirginia Davis, Augusta, MEChristine Hickey, Indianapolis, IN

Terms Expiring in 2014Bryan Cavan, Atlanta, GAAlyce Spruell, Tuscaloosa, ALDenise Squillante, Fall River, MAJoseph M. Sullivan, Great Falls, MTSteven Toole, Bellevue, WA

Ex OfficioWm. T. Robinson III, Florence, KYJay A. Blechman, Pittsburgh, PA

NCBP LiaisonPamela E. Robinson, Chicago, ILAssociate Director, ABA Division for Bar Services

NCBP Member Services CoordinatorChrishelle M. Bradford, Chicago, ILMember Services Coordinator, ABA Division for Bar Services

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NCBP COMMITTEES

COMMUNICATIONS COMMITTEEScott F. Cooper, Philadelphia, PA, ChairJames M. Brennan, Milwaukee, WI Sandra Chapman, Wheeling, WV Stuart F. Cubbon, Toledo, OHVirginia Davis, Augusta, MERaymond T.“Tom” Elligett Jr., Tampa, FLRobert C. Ewald, Louisville, KYBruce Hopson, St. Louis, MORoderick Morgan, Indianapolis, INLynn Fontaine Newsome, Morristown, NJJennifer L. Parent, Manchester, NHJoseph M. Sullivan, Great Falls, MT

DIVERSITY COMMITTEEJonathan Cole, Nashville, TN, ChairVanita M. Banks, Northbrook, IL James M. Brennan, Milwaukee, WIStuart F. Cubbon, Toledo, OHVirginia Davis, Augusta, MEWilliam J. Delaney, Providence, RIRoderick Morgan, Indianapolis, INFrank X. Neuner Jr., Lafayette, LA Carl D. Smallwood, Columbus, OHDenise Squillante, Fall River, MASteven G. Toole, Bellevue, WAKarol Corbin Walker, Newark, NJ

FELLOWS AWARD SELECTION COMMITTEELynn Fontaine Newsome, Morristown, NJ, ChairMarcia Eason, Chattanooga, TNHerbert Garten, Baltimore, MDPaul Hassett, Buffalo, NYLonnie Williams, Phoenix, AZ

FINANCE COMMITTEECarl D. Smallwood, Columbus, OH, ChairSandra Chapman, Wheeling, WVRew Goodenow, Reno, NVC. Dale McClain, Worcester, PAJames P. Nolan, Annapolis, MDJoseph M. Sullivan, Great Falls, MTFrederic S. Ury, Fairfield, CTKarol Corbin Walker, Newark, NJ

INVESTMENT COMMITTEERew Goodenow, Reno, NV, ChairSandra Chapman, Wheeling, WVC. Dale McClain, Worcester, PAJames P. Nolan, Annapolis, MDCarl D. Smallwood, Columbus, OHJoseph M. Sullivan, Great Falls, MTFrederic S. Ury, Fairfield, CTKarol Corbin Walker, Newark, NJ

MEMBERSHIP COMMITTEELynn Fontaine Newsome, Morristown, NJErika E. Anderson, Albuquerque, NMBryan Cavan, Atlanta, GASandra Chapman, Wheeling, WVVirginia Davis, Augusta, MEMarcia Eason, Chattanooga, TN Robert C. Ewald, Louisville, KYChristine Hickey, Indianapolis, INBruce Hopson, St. Louis, MOLanneau Wm. Lambert, Columbia, SC C. Dale McClain, Worcester, PARalph J. Monaco, New London, CT Jennifer L. Parent, Manchester, NHRachael Pirner, Wichita, KSAlyce Spruell, Tuscaloosa, ALJoseph M. Sullivan, Great Falls, MTJohn E. Thies, Urbana, IL

PROGRAM COMMITTEEKarol Corbin Walker, Newark, NJ, ChairJay A. Blechman, Pittsburgh, PAJonathan Cole, Nashville, TNScott Cooper, Philadelphia, PAWilliam J. Delaney, Providence, RIMarcia Eason, Chattanooga, TNRew Goodenow, Reno, NVChristine Hickey, Indianapolis, IN Lanneau Wm. Lambert Jr., Columbia, SCThomas Lyons, Providence, RIKathryn Grant Madigan, Binghamton, NYRalph J. Monaco, New London, CTFrank X. Neuner Jr., Lafayette, LAJames P. Nolan, Annapolis, MDCarl D. Smallwood, Columbus, OHDenise Squillante, Fall River, MAMarc R. Staenberg, Beverly Hills, CAJohn E. Thies, Urbana, ILSteven Toole, Bellevue, WAFrederic S. Ury, Fairfield, CTHans Voss, Corrales, NMRoseanne Lucianek, Chicago, IL, Ex Officio

SPONSORSHIP COMMITTEEFrank X. Neuner Jr., Lafayette, LA, ChairBryan Cavan, Atlanta, GAScott F. Cooper, Philadelphia, PAMarcia Eason, Chattanooga, TN Robert C. Ewald, Louisville, KYRew Goodenow, Reno, NVChristine Hickey, Indianapolis, IN Lanneau Wm. Lambert Jr., Columbia, SCLynn Fontaine Newsome, Morristown, NJAlyce Spruell, Tuscaloosa, ALDenise Squillante, Fall River, MAMarc R. Staenberg, Beverly Hills, CAHans Voss, Corrales, NM

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NCBP ORGANIZATIONAL MEMBERS

Membership for the fiscal year January 1 – December 31, 2011*Indicates Membership in Metropolitan Bar Caucus

ALABAMAAlabama State BarBirmingham Bar Association*Mobile Bar Association

ALASKAAlaska Bar Association

ARIZONAState Bar of ArizonaMaricopa County Bar Association*

ARKANSASArkansas Bar Association

CALIFORNIAState Bar of CaliforniaBeverly Hills Bar Association*Monterey County Bar AssociationSacramento County Bar AssociationSan Diego County Bar Association*

COLORADOColorado Bar AssociationBoulder County Bar AssociationDenver Bar Association*

CONNECTICUTConnecticut Bar AssociationFairfield County Bar Association, Inc.Greater Bridgeport Bar Association, Inc.New Haven County Bar Association*

DELAWAREDelaware State Bar Association

DISTRICT OF COLUMBIA The District of Columbia Bar*

FLORIDAThe Florida BarCollier County Bar AssociationHillsborough County Bar Association*Lee County Bar AssociationThe Jacksonville Bar Association*

GEORGIAState Bar of GeorgiaAtlanta Bar Association*

HAWAIIHawaii State Bar Association

IDAHOIdaho State Bar

ILLINOISIllinois State Bar AssociationThe Chicago Bar Association*DuPage County Bar AssociationLake County Bar Association*Northwest Suburban Bar Association

INDIANAIndiana State Bar AssociationEvansville Bar AssociationIndianapolis Bar Association*

IOWAThe Iowa State Bar AssociationThe Polk County Bar Association*

KANSASKansas Bar AssociationWichita Bar Association

KENTUCKYKentucky Bar AssociationLouisville Bar Association*

LOUISIANALouisiana State Bar AssociationBaton Rouge Bar Association*Lafayette Bar AssociationShreveport Bar Association

MAINEMaine State Bar Association

MARYLANDMaryland State Bar AssociationBaltimore County Bar AssociationBar Association of Montgomery County, Inc.*Prince George’s County Bar AssociationThe Bar Association of Baltimore City

MASSACHUSETTSMassachusetts Bar AssociationBoston Bar Association*Worcester County Bar Association

MICHIGANState Bar of MichiganOakland County Bar Association

MINNESOTAMinnesota State Bar AssociationHennepin County Bar Association*

MISSISSIPPIThe Mississippi BarCapital Area Bar Association (formerly Hinds County Bar)

MISSOURIThe Missouri BarSpringfield Metropolitan Bar AssociationThe Bar Association of Metropolitan St. Louis*

MONTANAState Bar of Montana

NEBRASKANebraska State Bar AssociationOmaha Bar Association

NEVADAState Bar of NevadaWashoe County Bar Association

NEW HAMPSHIRENew Hampshire Bar Association

NEW JERSEYNew Jersey State Bar AssociationHudson County Bar AssociationMercer County Bar Association

NEW MEXICOState Bar of New Mexico

NEW YORKNew York State Bar AssociationBar Association of Erie County*Monroe County Bar Association*Nassau County Bar AssociationNew York City Bar AssociationNew York County Lawyers’ AssociationOnondaga County Bar AssociationWestchester County Bar Association

NORTH CAROLINANorth Carolina State Bar North Carolina Bar AssociationForsyth County Bar Association*Greensboro Bar Association, Inc.Mecklenburg County Bar*Wake County Bar Association/Tenth Judicial District Bar*

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NORTH DAKOTAState Bar Association of North Dakota

OHIOOhio State Bar AssociationAkron Bar AssociationCincinnati Bar Association*Cleveland Metropolitan Bar Association*Columbus Bar Association*Toledo Bar Association*

OKLAHOMAOklahoma Bar AssociationTulsa County Bar Association*

OREGONOregon State Bar

PENNSYLVANIAPennsylvania Bar AssociationAllegheny County Bar Association*Berks County Bar AssociationDauphin County Bar AssociationMontgomery Bar Association*Northampton County Bar AssociationPhiladelphia Bar Association*

RHODE ISLANDRhode Island Bar Association

SOUTH CAROLINASouth Carolina BarRichland County Bar Association

SOUTH DAKOTAState Bar of South Dakota

TENNESSEETennessee Bar AssociationKnoxville Bar AssociationNashville Bar Association

TEXASState Bar of TexasAustin Bar Association*Dallas Bar Association*El Paso Bar AssociationHouston Bar Association*Tarrant County Bar Association*

UTAHUtah State Bar

VERMONTVermont Bar Association

VIRGIN ISLANDSVirgin Islands Bar AssociationVIRGINIAVirginia State BarThe Virginia Bar AssociationRichmond Bar Association*Roanoke Bar Association

WASHINGTONWashington State Bar Association

WEST VIRGINIAThe West Virginia State Bar

WISCONSINState Bar of Wisconsin

NATIONAL ORGANIZATIONSHispanic National Bar AssociationNational Bar Association

CANADIAN ORGANIZATIONSAlgoma Law AssociationBrant Law AssociationBruce Law AssociationCochrane Law Association Dufferin County Law AssociationDurham Law AssociationElgin Law AssociationEssex Law AssociationFrontenac Law AssociationGrey Law AssociationHaldimand Law AssociationHalton County Law AssociationHamilton Law AssociationHastings County Law AssociationHuron Law AssociationKenora Law AssociationKent Law AssociationLambton Law AssociationLanark Law AssociationLeeds & Grenville Law AssociationLennox & Addington Law AssociationMiddlesex Law AssociationMuskoka Law AssociationNiagara North Law AssociationNipissing Law AssociationNorfolk Law AssociationNorthumberland Law AssociationOttawa-Carleton Law AssociationOxford Law AssociationParry Sound Law AssociationPeterborough Law AssociationPeel Law AssociationPerth Law AssociationPrescott/Russell Law AssociationRainy River District Law AssociationRenfrew County Law AssociationStormont/Dundas/ Glengary Law Association Simcoe Law AssociationSudbury District Law AssociationTemiskaming Law AssociationThunder Bay Law AssociationToronto Lawyers AssociationVictoria & Haliburton Law AssociationWaterloo Law AssociationWelland/Niagara South Law AssociationWellington Law AssociationYork Region Law Association


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Membership for the fiscal year January 1 – December 31, 2011

NCBP SUSTAINING LIFE FELLOWS

Randall Bocock, Hamilton, Ontario, CanadaTom Bolt, St. Thomas, VIRobert M. Carlson, Butte, MTSandra M. Chapman, Wheeling, WVRaymond N. Stella Erlach, San Fran-cisco, CAJohn A. Gaberino Jr., Tulsa, OKHerbert S. Garten, Baltimore, MDEdwin A. Harnden, Portland, ORLinda A. Klein, Atlanta, GALanneau Wm. Lambert Jr., Columbia, SCFrank X. Neuner Jr., Lafayette, LAJames P. Nolan, Annapolis, MDSteven R. Sorenson, Ripon, WIJoseph L. Stone, Chicago, ILJohn A. Tarantino, Providence, RIMary T. Torres, Albuquerque, NMStephen N. Zack, Miami, FL

NCBP LIFE FELLOWS

Laurel G. Bellows, Chicago, ILD.C. Woody Bradford, Omaha, NEHoward C. Coker, Jacksonville, FLScott F. Cooper, Philadelphia, PAM. Joe Crosthwait Jr., Midwest City, OKThomas R. Curtin, Morristown, NJJames W. Durham, Media, PAHerbert Franks, Marengo, ILJohn W. Frost II, Bartow, FLRobert T. Gonzales, Baltimore, MDKay H. Hodge, Boston, MADavid S. Houghton, Omaha, NEW. Stell Huie, Highlands, NCW. Seaborn Jones, Atlanta, GAWilliam Looney Jr., Boston, MAThomas Lyons, Providence, RIMichael W. McKay, Baton Rouge, LAScott R. McMillen, Orlando, FLPaul T. Moxley, Salt Lake City, UTPaul C. Ney Jr., Nashville, TNWm. T. Robinson, III, Florence, KYDee-Dee Samet, Tucson, AZCooper C. Thurber, Mobile, ALJ. Anthony Vittal, Los Angeles, CANicholas J. Wallwork, Phoenix, AZDonna C. Willard-Jones, Anchorage, AK

NCBP SPECIAL MEMBERShIP CATEGORIES

Lonnie J. Williams Jr., Phoenix, AZDaniel E. Winfree, Fairbanks, AKCarole Lynch Worthington, Knoxville, TN

NCBP SUSTAINING FELLOWS

James R. Antoniono, Greensburg, PAGail Vaughn Ashworth, Nashville, TNVanita M. Banks, Northbrook, ILJay A. Blechman, Pittsburgh, PARobert Bonsignore, Belmont, NHJeffrey Bramlett, Atlanta, GALeo I. Brisbois, Duluth, MNAlice Bruno, New Haven, CTPamela Lynn Colon, Christiansted, VIRobert C. Cone, Greensboro, NCJ. Vincent Cook, Athens, GADouglas A. Copeland, Clayton, MOChristina Melton Crain, Dallas, TXStuart F. Cubbon, Toledo, OHEleanor Wm. Dahar, Manchester, NHVirginia E. Davis, Augusta, GAMichael K. Demetrio, Chicago, IL Bernard J. Dimuro, Alexandria, VA Jesse H. Diner, Fort Lauderdale, FLThomas W. Dominick, San Bernardino, CARobert K. Downs, Chicago, ILMarcia M. Eason, Chattanooga, TNGerald M. Edenfield, Statesboro, GAE. Tazewell Ellett, Washington, DCRaymond T. Elligett Jr., Tampa, FLA. Harper Estes, Midland, TXRobert C. Ewald, Louisville, KYLarry Feldman Jr., New Orleans, LAEdward J. Gilliss, Towson, MDLaurence R. Goldman, Los Angeles, CARew Goodenow, Reno, NVJoe Holland, Iowa City, IABarbara J. Howard, Cincinnati, OHKatherine K. Howard, Baltimore, MDBarbara Kerr Howe, Towson, MDRoland K. Johnson, Fort Worth, TX John Kautzman, Indianapolis, INGary L. Klotz, Indianapolis, INColin H. Lindsay, Louisville, KYWm. David Lytle, Pueblo, COKathryn Grant Madigan, Vestal, NYC. Dale McClain, Worcester, PAMartin E. Mohler, Toledo, OHGeorge M. Neal Jr., Birmingham, ALLynn Fontaine Newsome, Morristown, NJG. Michael Pace Jr., Roanoke, VARichard C. Roberts III, Ridgeland, MS

Terrence Russell, Fort Lauderdale, FLRoland Sanchez-Medina Jr., Coral Gables, FLTeresa N. Saunders-Meske, Harpers Ferry, WVMichael A. Scafiddi, San Bernardino, CARobert D. Segall, Montgomery, ALCarl D. Smallwood, Columbus, OHEdwin H. Staples II, Annapolis, MDFred W. Suggs, Jr., Greenville, SCAmy Dunn Taylor, Houston, TXReginald M. Turner Jr., Detroit, MIFrederic S. Ury, Fairfield, CTKarol Corbin Walker, Newark, NJDavid W. White Jr., Boston, MALarry D. Wilks, Springfield, TNCarolyn B. Witherspoon, Little Rock, AR

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NCBP PAST PRESIDENTS

1950-1951 *Charles W. Pettingill, Greenwich, CT1951-1952 *Richard P. Tinkham, Hammond, IN 1952-1953 *Albert E. Jenner Jr., Chicago, IL 1953-1954 *Arthur V. D. Chamberlain, Rochester, NY1954-1955 *Archibald M. Mull Jr., Sacramento, CA 1955-1956 *Cecil E. Burney, Corpus Christi, TX 1956-1957 *Arthur Littleton, Philadelphia, PA 1957-1958 *Glenn R. Jack, Oregon City, OR 1958-1959 *Karl C. Williams, Rockford, IL 1959-1960 *Edward G. Knowles, Denver, CO1960-1961 *Joseph A. Ball, Long Beach, CA1961-1962 *Earl F. Morris, Columbus, OH 1962-1963 *Walter Allessandroni, Philadelphia, PA1963-1964 *Henry J. Te Paske, Orange City, IA 1964-1965 *Orison S. Marden, New York, NY1965-1966 *Gerald S. Snyder, Waukegan, IL 1966-1967 *Theodore Voorhees, Philadelphia, PA 1967-1968 *Paul P. Ashley, Seattle, WA 1968-1969 *Chesterfield H. Smith, Miami, FL1969-1970 *Edward K. Pritchard, Charleston, SC 1970-1971 *W.O. Shafer, Odessa, TX1971-1972 *Earl Q. Gray, Ardmore, OK 1972-1973 S. Shepherd Tate, Memphis, TN1973-1974 F. Wm. McCalpin, St. Louis, MO 1974-1975 *Leonard S. Janofsky, Los Angeles, CA 1975-1976 *Robert M. Landis, Philadelphia, PA1976-1977 *Morris Harrell, Dallas, TX1977-1978 Mark I. Harrison, Phoenix, AZ1978-1979 Wm. Reece Smith, Tampa, FL 1979-1980 *James P. Connelly, Chicago, IL 1980-1981 Roger P. Brosnahan, Minneapolis, MN 1981-1982 *Robert G. Pugh, Shreveport, LA 1982-1983 William H. Gates, Seattle, WA 1983-1984 Joseph M. Nolan, Newark, NJ 1984-1985 *George E. Bushnell Jr., Detroit, MI1985-1986 William G. Paul, Bartlesville, OK 1986-1987 *James R. Crouch, Las Cruces, NM 1987-1988 W. Stell Huie, Atlanta, GA 1988-1989 Richard William Austin, Chicago, IL 1989-1990 John J. Bouma, Phoenix, AZ 1990-1991 *Samuel Williams, Los Angeles, CA 1991-1992 Marna S. Tucker, Washington, DC 1992-1993 Charles M. Thompson, Pierre, SD1993-1994 Jack B. Middleton, Manchester, NH1994-1995 Bert Z. Tigerman, Beverly Hills, CA1995-1996 Carole L. Worthington, Knoxville, TN1996-1997 Joseph L. Stone, Chicago, IL1997-1998 Robert C. Heim, Philadelphia, PA1998-1999 Stephen N. Zack, Miami, FL1999-2000 W. Seaborn Jones, Atlanta, GA 2000-2001 Laurel G. Bellows, Chicago, IL2001-2002 Robert T. Gonzales, Baltimore, MD2002-2003 David S. Houghton, Omaha, NE

2003-2004 Paul T. Moxley, Salt Lake City, UT2004-2005 Hon. Douglas S. Lang, Dallas, TX2005-2006 Lonnie J. Williams Jr., Phoenix, AZ2006-2007 Steven R. Sorenson, Ripon, WI2007-2008 Kay H. Hodge, Boston, MA2008-2009 M. Joe Crosthwait Jr., Midwest City, OK2009-2010 Mary T. Torres, Albuquerque, NM2010-2011 James P. Nolan, Annapolis, MD*Deceased

NCBP FELLOWS AWARD RECIPIENTS

2006 Joseph L. Stone, Chicago, IL2007 James B. Sales, Houston, TX2008 John L. Carey, Vero Beach, FL2009 Roy A. Hammer, Boston, MA2010 Mark I. Harrison, Phoenix, AZ2011 Herbert S. Garten, Baltimore, MD2012 Jack B. Middleton, Manchester, NH

NCBP PAST PRESIDENT AND FELLOWS AWARD RECIPIENTS


METROPOLITAN BAR CAuCuS

The Metropolitan Bar Caucus (MBC) is a sub-group of the National Conference of Bar Presidents (NCBP) that seeks to address the interests and the concerns of major metropolitan bar associations throughout the United States. Established in 1979 as the National Caucus of Metropolitan Bar Leaders, the organization became the Metropolitan Bar Caucus in 1993. At annual and midyear meetings held in conjunction with the ABA and the NCBP, the MBC presents programs exploring a variety of topics including pro bono activities, diversity, membership, financial issues facing metropolitan bars, community involvement and recruitment of young lawyers to join and participate in metropolitan bars.

OFFICERS

PresidentJay A. Blechman, Pittsburgh, PA

President-electAllen W. Kimbrough, Phoenix, AZ

Secretary/TreasurerJane L. Dalton, Philadelphia, PA

MEMBERS-AT-LARGE

Terms Expiring 2012Scott F. Cooper, Philadelphia, PAJohn F. Kautzman, Indianapolis, INCynthia F. Pasternak, Los Angeles, CACharles Reed, New Haven, CTNancy Roberson, Charlotte, NCSusan W. Sowards, Jacksonville Bar Association

Terms Expiring 2013John W. (Bo) Landrum, Birmingham Bar AssociationMark K. Sales, Dallas, TXAnn Scarle, Baton Rouge, LAEllen Miller Sharp, San Diego, CARita Sheffey, Atlanta, GAElizabeth J. Watters, Columbus, OH

MBC LIAISONVacant

MBC ADMINISTRATIONChrishelle M. Bradford, Chicago, IL

MBC PAST PRESIDENTS1979-1981 Jerome Bogutz, Philadelphia, PA1981-1982 George M. Burditt, Chicago, IL1982-1983 Richard M. Coleman, Los Angeles, CA1983-1984 John J. Curtin Jr., Boston, MA1984-1985 Herbert J. Belgrad, Baltimore, MD1985-1986 Neal R. Sonnett, Miami, FL1986-1987 Sandra Schermerhorn, Kansas City, MO1987-1988 Thomas Z. Hayward, Chicago, IL1988-1989 Robert H. Rydland, Minneapolis, MN1989-1990 David E. Rideout, Boston, MA1990-1991 Nancy P. Gibbs, Seattle, WA1991-1992 W. Seaborn Jones, Atlanta, GA1992-1993 James C. Wirken, Kansas City, MO1993-1994 Laurel G. Bellows, Chicago, IL1994-1995 Hon. Douglas S. Lang, Dallas, TX1995-1996 Hon. Rebecca A. Albrecht, Phoenix, AZ1996-1997 John P. Driscoll Jr., Boston, MA*1997-1998 Mark H. Tuohey III, Washington, DC1998-1999 Paul M. Hassett, Buffalo, NY1999-2000 Alison L. Asti, Balitmore, MD2000-2001 Ralph C. “Red Dog” Jones, Dallas, TX2001-2002 Stephen E. Chappelear, Columbus, OH2002-2003 David M. Schraver, Rochester, NY2003-2004 Seth D. Kirschenbaum, Atlanta, GA2004-2005 Carl D. Smallwood, Columbus, OH2005-2006 Amy Dunn Taylor, Houston, TX2006-2007 Timothy O’Mara, Williamsville, NY2007-2008 David A. Blaner, Pittsburgh, PA2008-2009 Gary L. Klotz, Indianapolis, IN2009-2010 Rae Jean McCall, Kansas City, MO2010-2011 Marc R. Staenberg, Beverly Hills, CA*Deceased

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from like bar associations. First-time attendees will be joining their experienced bar leader mentors, so be sure to welcome them. At 8:15 a.m., NCBP President Ury will begin the meeting, introducing his fel-low organization colleagues and our host city/state bar presidents. We will remain in the ballroom for the plenary. Breakfast tickets will be collected at the door so don’t leave your room without yours. Frederic S. Ury, Fairfield, CT, President, National Conference of Bar PresidentsDana Collier Smith, Denver, CO, President, National Association of Bar ExecutivesStephen E. Chappelear, Columbus, OH, President, National Con-ference of Bar FoundationsJames J. Davidson III, Lafayette, LA, President, Louisiana State Bar AssociationR. Patrick Vance, New Orleans, LA, President, New Orleans Bar Association

8:45 A.M. – 9:45 A.M.Plenary Session The Three R’s of Disaster Preparedness: Recognition, Readiness, ResponseThe national disasters of the last year have again underscored the need for business continuity planning on the part of individuals and businesses, including bar associations and law firms of all sizes. Katrina sounded the alarm and focused our attention on the broader implications of disruptions to “life as we know it.” Now, over time and through pain-staking experience, our panel of experts will share les-sons learned and offer concrete “takeaways” to address any disruption of business practices: - tools to develop an association business continuity plan- services that help members plan for and recover from a disaster- models for the bar association role as a community leader- legal services programs to aid disaster survivors.MODERATOR

Frank Neuner, Lafayette, LA, Past President, Louisiana State Bar Association, and Member, NCBP Executive CouncilPANELISTS

Laura Calloway, Montgomery, AL, Director of Service Programs and Practice Management Assistance Program, Alabama State BarKelly-Ann Clarke, Galveston, TX, Member, ABA Special Commit-tee on Disaster Response and PreparednessJonathan Cole, Nashville, TN, Past President, Nashville Bar Associa-tion and Member, NCBP Executive CouncilRobert Paolini, Montpelier, VT, Executive Director, Vermont Bar Association


9:55 A.M. – 10:55 A.M.First Session of Joint Concurrent Workshops(For workshops 1A - 4A, please see NCBP section of this program booklet.)

NCBP gratefully acknowledges the generosity of LexisNexis for its corporate support of the organization and the NCBF/LexisNexis Partnerships for Success Award.

LexisNexisDianne Callahan, Director, Associations Marketing2935 Summitop Road NEMarietta, GA 30066(888) [email protected]



1:30 P.M. – 3:00 P.M.NCBF Board of Trustees MeetingRegent, 4th Floor

7:00 P.M. – 9:00 P.M.NCBF Thursday Night DinnerAntoine’s Restaurant, 713 Rue Saint Louis (between Bourbon and Royal Street), (504) 581-4422 Enjoy French-Creole cuisine in the heart of the French Quarter at the country’s oldest family-run restaurant. Great food and great camara-derie – a perfect way to experience New Orleans hospitality with our bar foundation colleagues. Advance purchase of tickets required.

FRIDAY, FEBRuARY 3, 2012


7:30 A.M. – 8:15 A.M.Continental Breakfast and Joint Meeting of the National Conference of Bar Presidents, the National Association of Bar Executives and the National Conference of Bar FoundationsCarondelet, 3rd Floor

7:30 A.M. – 8:45 A.M.Breakfast and Welcome Please join us early as we help you meet your colleagues – first-timers as well as many-timers! Choose a table that matches your bar asso-ciation type, e.g. unified state, metro bar, and get to know bar leaders

NCBF 2012 MIDYEAR MEETING

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Joint Workshop 5A – Anatomy of “The Ask”Balcony N, 4th FloorThe most effective way to raise money is face to face. Unfortunately, this is also the scariest way to raise money. Join us for a lively conver-sation as we break down donor solicitation into its components and take you through “the ask,” step by step. Come prepared to practice!SPEAkER


10:55 A.M. – 11:25 A.M.NCBP Sponsor Appreciation and Networking BreakAcadia Ballroom, 3rd FloorTake this opportunity to refill your coffee cup and learn about the products and services offered by our generous sponsors.

11:25 A.M. – 12:25 P.M.Second Session of Joint Concurrent Workshops(For Workshops 1B–4B, please see NCBP section of this program booklet.)

Joint Workshop 5B – Fundraising House PartiesBalcony N, 4th FloorA fundraising house party combines the intimacy of a major donor “ask” with the excitement of a benefit event – and unlike an event, you can organize one in six weeks. We’ll discuss how to identify a host committee, develop an invitation list, prepare a planning calendar, ask for money at the party, and engage your board in creating and running the party.PRESENTER


12:25 P.M. – 1:35 P.M.NCBP/NABE/NCBF Joint Awards LuncheonCarondelet Ballroom, 3rd FloorThe Joint Awards Luncheon will feature presentations to individuals, bar associations and other law-related entities for their work in support of the organized bar, the profession and the public. The awards presented will be the ABA Outstanding Law Day Awards, the ABA Louis M. Brown Awards, and the NCBF Fundraising for Success Award.

1:35 P.M. – 1:55 P.M.NCBP Sponsor Appreciation and Networking BreakAcadia Ballroom , 3rd FloorSatisfy that sweet tooth and take some time to visit with our generous sponsors over dessert. As their contributions help reduce your meet-ing costs, their services may also save you time and money in your practice and for your bar association. This is an investment you’ll want to make. All luncheon guests are invited to participate.

2:00 P.M. – 4:00P.M.Mobilize Your Board to Raise More MoneyBalcony N, 4th FloorIf your board isn’t raising all the money it could – indeed, if your

board isn’t raising any money at all – you’re not alone. In this work-shop, we’ll discuss the reasons why, and outline strategies to turn things around. You’ll leave with several practical, specific ideas for increasing board involvement and effectiveness.- Creating and using board “job descriptions” to recruit willing fundraisers - Lots of options: 50 ways your board members can bring in the bucks - Using the board to identify and solicit big gifts face to face, through the mail, and at house parties.FACILITATOR


5:30P.M. – 7:30 P.M.NCBP/NABE/NCBF Joint ReceptionMardi Gras World, 1380 Port of New Orleans Place, (888) 492-0650If you can’t be in New Orleans for Mardi Gras, then visiting the home of some of the city’s most elaborate Mardi Gras floats is the next best thing. Registrants and their guests will walk through Mardi Gras World’s Float Den and see the mobile creations from which beads and coconuts are thrown to throngs of revelers. After the walk through, guests will create their own festive evening with Louisiana-style food, beverages, and music. Shuttle buses for the event will begin departing at 5:00 p.m. from the Canal Street exit of the Marriott and will run between the Marriott and Mardi Gras World until 7:00 p.m. The last bus returning from Mardi Gras World to the Marriott will depart at 7:45 p.m. Reception included in the registration fee of NCBP registrants and NABE joint meeting registrants. Others may purchase tickets in advance for $80 at the NABE/NCBP/NCBF Registration Desk. Sponsored by LexisNexis/Martindale-Hubbell

SATuRDAY, FEBRuARY 4, 2012

7:00 A.M. – 11:30 A.M.NABE/NCBP/NCBF Joint Registration

All Saturday functions for NCBF will take place in Mardi Gras Ballroom, Salons A/B, 3rd Floor

8:00 A.M. – 9:00 A.M.NCBF Breakfast and Membership Meeting

9:00 A.M. – 11:30 A.M.NCBF Plenary Session

9:00 A.M. – 9:20 A.M. NCBF Award PresentationThe 2012 winner of the NCBF/LEXISNEXIS Fundraising for Success Award will present information about its noteworthy efforts.

9:20 A.M. – 10:05 A.M.Marketing for Non-Profits: Making Lasting ImpressionsCompetition for attention for our organizations and our efforts is greater than ever. How can you break through all the chatter – and

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clutter – to create that stand-out tagline or image? Learn about some approaches and tips that can help you get noticed and remembered.PRESENTER

TBD

10:05 A.M. – 10:15 A.M.Break

10:15 A.M. – 11:30 A.M.Sharing Your Wealth - It’s Show and Tell Time!Back by popular demand, a panel of your peers will discuss and display how they tell their stories through videos, brochures, annual reports and other marketing and communications collateral. Learn what has and has not worked and why. Then in the discussion that follows, participants will share one piece they are most excited about, whether it’s a flyer for a fundraising event or an “ask” letter, or a screen shot from your website. See what ideas you can take away and tailor for your use.FACILITATOR

Alison Belfrage, Columbus, OH, Executive Director, Ohio State Bar Foundation

11:30 A.M.Adjourn

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President Stephen E. ChappelearPast President, Ohio State Bar Foundation

President-Elect Amy Sings In The TimberExecutive Director, Montana Justice Foundation

Secretary Elizabeth LynchExecutive Director, Massachusetts Bar Foundation

Treasurer Courtney Ward-ReichardPast President, Hennepin County Bar Foundation Immediate Past PresidentThomas R. TinderExecutive Director, West Virginia Bar Foundation

TRUSTEES

Lorrie AlbertFoundation Director, Allegheny County Bar FoundationLeslie BarineauPast President, Birmingham Bar FoundationSandra CousinsExecutive Director, Tulsa County Bar FoundationDavid GeeDirector of Development, Chicago Bar FoundationSally HogsetteExecutive Director, Atlanta Bar Foundation Leonard PatakiPresident, Tulsa County Bar FoundationLaura SharpDirector, Austin Bar Foundation

NCBF LIAISONRoseanne LucianekDirector, ABA Division for Bar Services

NCBF ADMINISTRATIONKira BaltutisProgram Assistant, ABA Division for Bar Services

NCBF PAST PRESIDENTS

1977-1979 *William R. Van Aken, Cleveland, OH1979-1981 Thomas G. Gonser, Chicago, IL1981-1983 Herndon P. Jeffreys Jr., Richmond VA1983-1985 *Gordon Sinykin, Madison, WI1985-1987 Rodney H. Grove, Evansville, IN1987-1988 *C. Harker Rhodes Jr., Chicago, IL1988-1989 Donna C. Willard, Anchorage, AK1989-1990 Jack B. Middleton, Manchester, VT1990-1991 Merrily Munther, Boise, ID1991-1992 Howard Karman, Casa Grande, AZ1992-1993 *Dermot S. McGlinchey, New Orleans, LA1993-1994 Jane E. Curran, Orlando, FL1994-1995 Michael P. Gunn, Ballwin, MO1995-1996 Hon. Robert H. Oliver, Fresno, CA1996-1997 Jerry Lastelick, Dallas, TX1997-1998 Marion Smithberger, Columbus, OH1998-1999 *Kathleen Schoene, St. Louis, MO1999-2000 Charles Thone, Lincoln, NE2000-2001 Dorothy M. Tucker, Ph.D., Los Angeles, CA2001-2002 Anne R. Yeakel, Austin, TX2002-2003 Dee Miller Siegel, Encino, CA2003-2004 Linda L. Thompson Kohli, Columbus, OH2004-2005 *Jerome J. Shestack, Philadelphia, PA2005-2007 Bob Glaves, Chicago, IL 2007-2008 Pauline Gee, Sacramento, CA2008-2009 Briana Wagner, San Diego, CA 2009-2010 Christine Hayes Hickey, Indianapolis, IN2010-2011 Thomas R. Tinder, Charleston, WV*Deceased

NCBF TRUSTEES EMERITUS

*Howard Braverman, Springfield, ILAlexander D. Forger, New York, NYRodney H. Grove, Evansville, INHerndon P. Jeffreys Jr., Richmond, VAJerry Lastelick, Dallas, TXWilliam A. Martin, North Little Rock, ARMerrily Munther, Boise, ID*Colonel C.E. Ransick, Little Rock, ARMaurice Reuler, Denver, CO*Gordon Sinykin, Madison, WI*William R. Van Aken, Cleveland, OH*Deceased

NCBF BENEFACTOR

William A. Martin, North Little Rock, AR

NCBF 2011-2012 BOARD, PAST PRESIDENTS, TRuSTEES EMERITuSAND AWARD RECIPIENTS

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NCBF/LEXISNEXIS PARTNERSHIPS FOR SUCCESS AWARD

2011 Milwaukee Bar Association Foundation

NCBF FUNDRAISING FOR SUCCESS AWARD

2012 Indianapolis Bar Foundation

NCBF AWARD FOR BAR FOUNDATION EXCELLENCE RECIPIENTS

1999 Kansas City Bar Foundation2000 Arizona Bar Foundation2001 Orange County Bar Foundation2002 New Jersey State Bar Foundation2003 Ohio State Bar Foundation2004 South Carolina Bar Foundation2005 Ohio State Bar Foundation2006 Allegheny County Bar Foundation2007 Cincinnati Bar Foundation2008 South Carolina Bar Foundation2009 North Carolina Bar Association Foundation, Inc.2010 Springfield Metropolitan Bar Foundation

NCBF/ALPS FOUNDATION SERvICES AWARD FOR INNOvATIONS IN FUNDRAISING RECIPIENTS

2008 Foundation of the Monroe County Bar 2009 Cincinnati Bar Foundation

ABA DIvISION FOR BAR SERvICES

ABA Division for Bar Services321 N. Clark, Ste 1600 Chicago, IL, 60654-7598 (312) 988-5998 fax: (312) 988-5492 http://www.americanbar.org/barserv

Roseanne LucianekDivision Director(312) [email protected]

Elizabeth M. DerricoAssociate Director(312) [email protected]

Pamela E. RobinsonAssociate Director(312) [email protected]

Karyn S. LinnStaff Director, Field Service Program(312) [email protected]

Molly Kilmer FloodInformation Coordinator(312) [email protected]

Jennifer LewinField Service Representative(312) [email protected]

Joanne M. O’ReillyStaff Director,Publications and Marketing(312) [email protected]

Leticia D. SpencerMeetings and Projects Manager(312) [email protected]

Tondanisha M. TomlinsonFinance and Business Administrator(312) [email protected]

Michael WardResearch Specialist(312) [email protected]

Kira BaltutisProgram Assistant(312) [email protected]

Kristina BlossProgram Assistant(312) [email protected]

Chrishelle M. BradfordMember Services Coordinator(312) [email protected] Haley SwillingMember Services Coordinator(312) [email protected]

SAvE ThE DATE

2012 ANNUALChicago, IL

NABEJuly 31-August 2, 2012

NCBPAugust 2-4, 2012

NCBFAugust 2-4, 2012

2013 MIDyEARDallas, TX

NABE February 5-7, 2013

NCBPFebruary 7-9, 2013

NCBF February 7-9, 2013

2013 ANNUALSan Francisco, CA

NABE August 6-8, 2013


NCBF August 8-10, 2013

2014 MIDyEARChicago, IL

NABE February 4-6, 2014


NCBF February 6-8, 2014

2014 ANNUALBoston, MA

NABE August 5-7, 2014


NCBF August 7-9, 2014

2015 MIDyEARHouston, TX

NABEFebruary 3-5, 2015


NCBFFebruary 5-7, 2015

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Legal Benefit Package Includes: Web Card Development

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Mobile Device Submission (Android, iPhone, Blackberry, etc.)

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“ A Member Benefit of The Florida Bar”

The American Bar Association Members/Northern Trust Collective Trust (the “Collective Trust”) has filed a registration statement (including the prospectus therein (the “Prospectus”)) withthe Securities and Exchange Commission for the offering of Units representing pro rata beneficial interests in the collective investment funds established under the Collective Trust. TheCollective Trust is a retirement program sponsored by the ABA Retirement Funds in which lawyers and law firms who are members or associates of the American Bar Association, moststate and local bar associations and their employees and employees of certain organizations related to the practice of law are eligible to participate. Copies of the Prospectus may beobtained by calling (800) 826-8901, by visiting the website of the ABA Retirement Funds Program at www.abaretirement.com or by writing to ABA Retirement Funds, P.O. Box 5142,Boston, MA 02206-5142. This communication shall not constitute an offer to sell or the solicitation of an offer to buy, or a request of the recipient to indicate an interest in, Units of theCollective Trust, and is not a recommendation with respect to any of the collective investment funds established under the Collective Trust. Nor shall there be any sale of the Units of theCollective Trust in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such stateor other jurisdiction.

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• Does your firm’s 401(k) include professional investment fiduciary services?

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Please visit the ABA Retirement Funds Booth at the Midyear Meeting of the National Association of Bar Executives for a free cost comparison and plan evaluation.

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